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Coming Soon: S & P 500 Sector Reshuffling

Later this month, there will be significant changes to the economic sectors that make up the S & P 500 index. In 1999, MSCI introduced the Global Industry Classification Standard (GICS®) methodology. This is a means of classifying companies by industry and sector that has become widely adopted. Over the years they have made periodicContinue reading

What a Rising Rate Environment Could Mean for Bond Funds

After the yield on the 10-year U.S. Treasury Bond – a widely used economic bell weather – bottomed in July 2016, interest

Time to Consider a Donor Advised Fund?

A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation

Budget Basics that could Benefit Individuals and Governments Alike

With U.S. government debt at record levels and a large tax cut recently announced while

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