- All
- Featured
- Market Commentary
- Planned Giving
- Reflections
- The Palantir Newsletter
1Q 2019 Cornerstone Commentary
Whoso would be a man, must be a non-conformist…Nothing is at last sacred but the integrity of your own mind. – Ralph Waldo Emerson After the disastrous decline of the fourth quarter compounded by a dismal December, the first quarter…
4Q 2018 Cornerstone Commentary
Courage is resistance to fear, mastery of fear, not the absence of fear. – Mark Twain What a difference a quarter makes; from the highs of September the market plumbed new lows in December! As of our last missive, we…
2Q 2018 Cornerstone Commentary
Volatility continued to be a significant factor in the second quarter of 2018. Surprisingly, REIT’s rallied strongly and along with small cap domestic stocks led the way as we reached the half-way mark of 2018. The rally in REIT’s is…
Benefits and Care of Flexible Deferred Charitable Gift Annuities
Do something today that your future self will thank you for. -Sean Patrick Flanery Everyone likes flexibility when it comes to financial planning for the future. Charitable gift annuities allow donors to make a gift to a charity, receive an…
Endowments: Multiplying Gifts
Here is a boy with five small barley loaves and two small fish, but how far will they go among so many? -John 6:9 One of Jesus’s most well-known miracles is the feeding of the 5,000. This event is…
ACGA Increases New Contract Payout Rates Starting July 1, 2018
The American Council on Gift Annuities (ACGA) recently announced that the suggested maximum payout rates will increase for new charitable gift annuity contracts issued beginning July 1, 2018. Since the rates have not changed since 2012, charities are very encouraged…
1Q 2018 Market & Economic Commentary
The first quarter of 2018 certainly proved to be significantly more dramatic than 2017! Following a very strong January, the market tanked in February, down 10% descending rapidly into correction territory. However, despite global trade concerns, markets managed to stage…
4Q 2017 Market & Economic Commentary
Well, 2017 is in the history books. In many ways it was a banner year, and yet due to declining volatility throughout the year there was little market drama of note. Rather, the market simply marched higher and higher throughout…
Looking for a partner to help manage your financial assets?
2Q 2019 Cornerstone Commentary
It wasn’t raining when Noah built the Ark.– Warren Buffet The second quarter of 2019 proved to be quite interesting for investors. The first quarter rally continued into April only to be followed by a scary drop in May precipitated…