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Five Money Rules to Live By

Five Money Rules to Live By

It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow…

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Small Caps Join the Party

Small Caps Join the Party

It took nearly 15 months, but the Russell 2000 Index finally broke out to a new 52-week high. On November 25, the Russell 2000 gained an impressive 2.1% to close at its highest level since October 2018. Small caps have lagged their…

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How Charitable Giving Can Benefit Donors

How Charitable Giving Can Benefit Donors

Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts…

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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