We are on to 2021

We are on to 2021

  by Brad M. Weafer, CFA Chief Investment Officer Following an embarrassing loss in 2015, Patriot’s Coach Bill Belichick famously quipped, “We’re on to Cincinnati.” Coach Belichick refused to entertain any questions about the past, instead he and the team were focused...
Charitable Giving in 2021

Charitable Giving in 2021

  by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning As part of the coronavirus relief bill, The Consolidated Appropriations Act, 2021, signed into law by President Trump on December 27th, certain parts of the CARES Act were...