January 3, 2022

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Market Update: January 3, 2022 Changes To Our Portfolios

Transcript: Tom Vaughan: everybody welcome to Monday, the S&P 500 was up point six 4%. Today, another all time record close, we had 69. all time record closes last year. So nice to start off the first day of this year. With another record close, we made some adjustments to the portfolios today. Lots of

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January 3, 2022

What’s the Best Way to Gift Money to My Grandchildren?

Transcript: Easan Arulanantham: So what’s the best way to give gift money to my grandchildren, if I was wanting to maybe think about a larger sum of money than usual? Tom Vaughan: Yeah, I mean, you can gift up to 15,000 per person. So if you are married, you could actually give 30,000 to a

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January 3, 2022