May 2015

Why it pays to be charitable

With the closing of the 2014 tax deadline a few weeks ago, we will soon find out if there was an increase in charitable deeds by investors. Aside from pure generosity, the forces likely driving gift-giving the past year boil down to two key components — an increase in stock market gains and higher income taxes.

Seven steps to achieving your 2015 financial goals

We’re now more than 100 days into 2015 and many people have already turned their New Year’s resolutions into a reality. Others, however, are falling behind on their financial goals.

Perhaps you intended to save more, spend less or learn more about investing in general, but you’re not seeing much progress. If so, it’s a good time to hit the reset button and reassess your goals. Here are a few pro tips on how to achieve your financial resolutions for 2015.