Dec 17, 20216 minCoffee with Brendan: Market VolatilityLooking at the history of market ups and downs illustrates the normalcy of market volatility.
Dec 3, 20216 minWhat if You Could Save On Taxes AND Do Good?In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.
Nov 4, 20215 minWhat to Do With Your Inheritance or BonusHave an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.
Oct 29, 20215 minShould You Worry About Inflation?Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.