The technology stocks have been hit very hard in this first month of the new year. Many of the US large growth companies have dropped in price, thus causing the US large cap mutual funds to drop as well. These US large cap growth companies have been the fastest growers in the past five Read More
Another mutual fund company that we wanted to take note of, is Grandeur Peak (GISOX) due to their extraordinary performance throughout the pandemic. We use Grandeur Peak in many clients’ portfolios in the International Small Company category. Considering all the volatility during COVID-19, this fund stands out above the rest as it consistently performed Read More
A mutual fund company that we particularly wanted to touch on, that we use in a lot of clients’ portfolios, and has performed with extraordinary volatility this year and throughout the pandemic is Ballie Gifford (BGEGX). Ballie Gifford’s distribution prediction for their annual distribution is here! The Distribution this year is predicted at $.38! Read More
We have received many questions from our clients about the dividend this year at Brown Capital Management, LLC (BCSSX). If you are like the rest and are searching everywhere for information about your favorite mutual fund that you own, then you may stop investigating now. On Dec 13, Brown Capital gave a distribution Read More
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It is different this year… Start a Donor Advised Fund at The Pittsburgh Foundation or Community Foundation – In 2021 you can donate Cash to your donor advised funds or a gift of cash to any NON-Profit organization and you will be able to deduct up to 100% of your income. Usually it is up to 60% of your income!! Do you have low-cost stock in Read More
Recently, Johnson & Johnson has released that they will be splitting into two publicly traded companies. The pharmaceutical segment will hold onto the name J&J, while the consumer product segment has yet to be named. This split will allow J&J to focus on their more profitable segments, pharmaceuticals, and medical devices. The pharmaceuticals Read More
An IPO (Initial Public Offering) and a DPO (Direct Public Offering) are both when a company directly offers its stock to the public by listing it on an exchange, like the NASDAQ. What is the difference? During an IPO, a company will issue new shares, which are backed by big banks and institutions. Read More
*Disclaimer: We do not recommend any cryptocurrencies; we do not hold cryptocurrencies at Charles Schwab and Co. institutional through Schenley Capital, Inc.; this is an extremely volatile asset class; at this time there is little to no backing; cryptocurrencies are not for everyone. Let us know if you have additional questions about cryptocurrency. Read More
People buy a 2nd home for several reasons. As we head into summer, it sounds fantastic to have a lake house in Maine, a condo in Aspen, or a beach house in North Carolina. You may be thinking of a 2nd home as an investment property until you are ready to retire, or Read More