The season of giving is upon us and I suspect that if you are like me, your mail is full of solicitations from your favorite charities, some of whom are touting their charitable gift annuity programs. Are charitable gift annuities a good idea? They can be under certain circumstances but they are not right for everyone. Read our latest Artemis Brief to learn more!
Quarterly Market Outlook & Strategy Report
Leigh Bivings, Ph.D., CFP®, CDFA™
July 9, 2024
In this report, we review the market performance across asset classes in Q2. We also take a close look at the state of the private
