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Giving News

Our hope is to serve you and your family with helpful information. Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.

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Stocks

PepsiCo Serves Up Earnings

October 11, 2024
PepsiCo, Inc. (PEP) released its third quarter earnings report on Tuesday, October 8. Despite the beverage and snack manufacturer reporting decreased revenue and income for the quarter, shares remained flat in early trading following the...

Bonds

Treasury Yields Rise

October 11, 2024
U.S. Treasury yields trended higher mid-week as investors digested the latest economic data reflecting higher-than-expected inflation for consumer goods. Yields rose at the end of the week as the jobless claims report showed a surge...

Interest

Mortgage Rates Rise

October 11, 2024
Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, October 10. The survey showed the 30-year mortgage rate experienced its largest one-week increase since April...

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.