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An Homage to John “Jack” Bogle

On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home. Search the Internet for “Bogle” or browse any news source, and you’ll soon be immersed in a [...]

What does asset allocation mean?

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? Asset [...]

Money Management Lingo

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a funny way of saying it. [...]

The Yield Curve

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what [...]

Donor-Advised Funds

Donor-Advised Funds are not new; they’ve been around since the 1930s. But they’ve been garnering more attention as a potentially appropriate tax-planning tool under the Tax Cuts and Job Act of 2017. Here’s how they [...]

Tax cuts and GDP growth

Do lower taxes cause faster GDP growth? Your answer will hinge on what economic theory you subscribe to. The fundamental idea of supply-side economics is that tax cuts cause economic growth. This theory is grounded [...]

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