Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
Investment Management

What is a Private Investment?

A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity, infrastructure, and hedge funds. Although

Posted By Tony Miller
March 25, 2022
Financial Planning

Health Savings Accounts (HSAs) – 2022 Limits

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.

Posted By Alyssa Yocom
March 3, 2022
Retirement Planning

2022 Retirement Plan Contribution Limits

Retirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. This article is current for 2022 limits.

Posted By Alyssa Yocom
February 1, 2022
Tax Planning

Qualified Charitable Distributions

A Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).

Posted By Alyssa Yocom
January 27, 2022
Charitable Giving

Charitable Giving: Cash vs Property

Taxpayers can make charitable gifts using cash or property. Examples of property commonly donated to charities includes appreciated stock and other marketable securities. The type of asset gifted could affect the amount of the taxpayer’s deduction. This article explains various aspects and planning opportunities for donating cash and property. Understanding Charitable Cash Donations Cash donations

Posted By Alyssa Yocom
January 21, 2022