PRI: Getting with the program

Steve Prostano
Family Wealth Advisors
Woman checking in a family of four to help with volunteer efforts

Foundations make program-related investments (PRI) to support charitable activities, with the potential return of capital within an established time frame.

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Markets face action-packed holiday season

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Snowy streets scene with British cottages, with a red telephone booth covered some snow.

There are many risks to contend with — besides the two dominating the most recent news headlines.

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Closing and other costs when buying a home

Victor Polich
Mortgage Banking
Biracial couple consulting with realtor looking in a folder as they all stand on a sunny suburban street.

In addition to traditional closing costs, you’ll also need to be prepared for some property-related expenses.

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Investment Insights: Gray Friday?

Wade Balliet
Posted by Wade Balliet
Investment Strategy
A woman looking at her phone, while shopping

Black Friday, the cornerstone of the domestic retail calendar, has amalgamated into a black weekend, Thursday night, or even an online experience that allows consumers to avoid the annual pilgrimage to the brick and mortar shopping mall. The question is whether this year’s sales will be bigger, better, and more extravagant than last year or will fickle spenders force stores to reverse course; close earlier, open later, and/or push shoppers to seek online deals.

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