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After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Carlota B. Venegas, CFP®, CDFA®
With payout rates higher than they have been in more than a decade, and possible interest rate cuts on the horizon, now is an opportune time to consider establishing a charitable gift annuity. As we’ve said in previous articles, charitable gift annuities can be a great option for donors seeking an income stream. The mechanics are […]
Lloyd K. Wong, CFA
Jennifer I. Maqueda
Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets are given to a charity in return for the charity’s promise to make lifetime payments of a fixed amount to a beneficiary, who is often the donor. This […]
Lloyd K. Wong, CFA
Jennifer I. Maqueda
There are many ways to support charitable causes financially. There are outright cash donations, bequests in an estate, different types of charitable trusts, as well as charitable gift annuities. Today, we will focus on the latter. “The promise of a reliable income stream is often attractive to donors.” Charitable gift annuities, or CGAs for short, […]
Lloyd K. Wong, CFA
Clifford Swan partner Lloyd Wong recently spoke on this topic as a guest on gerontologist Mary Winners’ “Visionary Aging” podcast.What do a fitness tracking device, a budget, and an appointment calendar have in common? They are all tools to motivate you and monitor your progress towards securing a successful retirement. “We believe it is best […]
Lloyd K. Wong, CFA
“The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber“Just taking risks for risk’s sake, that doesn’t do it for me. I’m willing to take risks that I think are worth it.” —Chris Hadfield, astronaut Imagine you are on the crest of a snow-covered […]
Lloyd K. Wong, CFANext Up
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