Leveraging Investments for Charitable Donations
Utilizing investment assets to fund charitable contributions allows investors to maximize their donations while simultaneously receiving a greater tax benefit. Consider implementing the following strategies prior to the end of the year to elevate your charitable giving for 2024: Qualified Charitable Distributions(QCDs): A Qualified Charitable Distribution (QCD) is a direct transfer of funds from an […]
Rockbridge Institutional – October 2024 Market Review
Market Review Here’s a snapshot of recent returns for indices representing various stock and bond markets: Market Trailing 3 Months Year to Date Trailing 12 Months Trailing 5 Years US Large Cap (S&P 500) 7% 21% 37% 15% US Small Cap (Russell 2000) 4% 10% 33% 8% Int’l Developed (EAFE) 2% 7% 22% 6% Emerging […]
