5 Best Practices For Philanthropists

Maggie Mayer Charitable Giving, Estate Planning, Tax Planning

For hundreds of years, across all cultures and lifestyles, philanthropy has been an integral part of society, forging the way for great educational and art institutions, human service organizations, and many neighbors giving their communities an extra hand. Today, those who choose to give to charity do so in new ways and for a variety of reasons. While the end goal has remained the same – positive, charitable impact – the road to get there now requires a commitment to intentional, thoughtful, well – planned giving.

Getting To The Point Of A Point

Maggie Mayer Portfolio Management, Retirement Planning

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may be unclear. The potential for misunderstanding also exists among even experienced market participants, given that index levels have risen over time and potential emotional anchors, such as a 500-point move, do not have the same impact on performance as they used to. With this in …

What Does The Inverted Yield Curve Mean?

Maggie Mayer Financial Planning, Portfolio Management, Retirement Planning

We typically keep these newsletters light on technical details, but given the abundant news on yield curves we thought diving into this would help quell fears. The yield curve graph below shows the relationship between bond yields and bond maturity. Typically, investors require higher interest rates for longer maturity bonds. Back when we all visited physical banks 😊, we walked by the posted Certificate of Deposit (CD) rates. You might remember the longer-term CDs had higher rates. This makes sense. Investors want higher rates if the bank is going to hold their money for longer period of time.

Keeping Secure

Maggie Mayer Cybersecurity

It’s not new information that cyber attacks occur frequently. We must be especially careful to keep our private information truly private. In 2018, total cost for globally committed cybercrime was over $1 trillion dollars! What is an even more striking and useful number is that 95% of cybersecurity breaches are due to human error. If that’s the case, what can 1 we do to better protect ourselves? Read All

How to Identify Malicious Emails

Maggie Mayer Cybersecurity

One of the first things to check in a suspicious email message is the integrity of any embedded URLs. Oftentimes the URL (web address) in a phishing message will appear to be perfectly valid. However, if you hover your mouse over the top of the URL, you should see the actual hyperlinked address.

ITEGRIA AdvisorCloud VDI

Maggie Mayer Cybersecurity

Total AdvisorCloud™ Virtual Desktop Infrastructure (TAC VDI) is a leading-edge,100% cloud-based network infrastructure technology delivered through a familiar desktop experience, enabling fully personalized virtual desktops for each McCarthy Grittinger employee, with all the security and simplicity of centralized management for our firm.

2019 Second Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.