Articles

Insights from financial experts so you can stay informed.

- March 28, 2024

High Valuations and Rising Rates in Today’s Investing Landscape

The beginning of 2024 has presented a new landscape to investors. The past decade of ultra-low interest rates is gone. However, some valuations suggest

- March 11, 2024

We’re Great Place to Work Certified!

We’re thrilled to announce that 49 has been certified as a Great Place to Work again, going on 4 years of being certified! It means

- February 29, 2024

Why Financial Peaks Do Not Necessarily Lead to Financial Cliffs

This past week (January 22nd) the S&P 500 reached an all-time high. At the close of the day, the S&P closed higher than the

- February 8, 2024

Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors

In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez,

- January 11, 2024

The 2023 Financial Roller Coaster

If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy

- December 12, 2023

The Shadow of Comparison: How Comparing Ourselves Diminishes Generosity

In the age of social media, where curated snapshots of seemingly perfect lives are a click away, the human tendency to compare ourselves to

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