“Past Performance does not…”

Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past Performance does not Guarantee Future Results.” What if this phrase…

Strategies for Gifting Stock

So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down the list and picking a random stock from your portfolio…