Blog Articles

It seems there’s no shortage of worthwhile information out there; the problem is finding the time to track it down and then read it. We try to curate the best of that information and make it easily available through our blog, frequently offered by our very own Peter Mallouk. We also communicate our thoughts on various financial issues throughout the year via presentations, in-person meetings, calls, emails and newsletters.

By Peter Mallouk

It was a great first half of the year for both the stock and bond markets. While there is always a myriad of factors that drive returns in various asset classes, the strong market has been driven largely by macro1 factors, and specifically, interest rates.

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The Vehicle is Not the Destination

Imagine that you had to drive from NYC to Los Angeles. You’re in downtown Manhattan hopelessly stuck in traffic. Bicycle messengers are whizzing past. You jump out of your car, sell your car on the spot (at a ridiculously low price), buy a bicycle, and continue your trip to the West Coast.

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How Permanent is Your “Permanent Life Insurance”?

Life insurance can be a more complex financial planning topic than most people think.  At a high level, there are two main policy choices, term or permanent.  When you take a closer look, the picture becomes a bit more convoluted.  Let’s take a look at these two options and compare their differences, starting with term insurance.

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Time to Boot the Bonds

It’s tough being a bond these days. 

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In-Kind Charitable Giving and the Need for Appraisals

Most charitable gifts are made in cash.  It is easy to make a gift in cash, it is easy for the receiving charity to accept and use the gift, and the value of the gift for income tax deduction purposes is immediately known.  An in-kind or non-cash gift, such as a gift of real estate or stock, is usually not as easy to coordinate. 

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