July 2025 Market Update

July 2025 Market Update

July 2025 Market Update Category YTD 2024 US Large 6.2 25.0 US Small -1.8 11.5 Developed Markets ex-US 19.9 4.3 Emerging Markets 15.6 8.1 US Fixed Income 4.0 1.3 US High Yield 6.8 9.2 Source: JPMorgan Guide to the Markets. Data as of June 30, 2025. Performance in %....
Student Loan Updates for 2025

Student Loan Updates for 2025

If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align with your charitable goals. Appreciated securities can be used in several strategic ways to support organizations you care about, all while thoughtfully managing your broader financial picture.

Charitable Giving

Charitable Giving

Charitable Giving Strategies for Appreciated Securities and Why Now’s the Time to Plan If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align...