ETFs

3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025

3 Simple Reasons You Need to Fund a Donor Advised Fund (DAF) in 2025 A Donor Advised Fund (DAF) is a tool that allows you to contribute to a fund and get an income tax deduction in that year. Speaking of tax deductions, it reminds me that, “I Love Paying Income Tax.” Said No One… Continue Reading: 3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025

Why You Shouldn’t Chase the Latest Investment Fad

Following the herd can lead to risky outcomes, don’t chase the latest investment fad. Many investors fall victim to the herd mentality, especially when chasing the latest investment fad. Following the crowd can lead to poor investment decisions and unnecessary risk. Everyone knows they should not drive through the rear-view mirror when investing. It was… Continue Reading: Why You Shouldn’t Chase the Latest Investment Fad

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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