Wednesday Reading List

You Ask, We Answer: DAFs and QCDs by Heritage Financial

Charitably inclined individuals looking to maximize charitable impact and minimize taxes have a few options. Two of the more popular ones are using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs). In Part 1 of our series on charitable giving strategies, we provided some things to consider when Choosing Between a DAF and QCD. Below, in Part 2 of this series, we answer the DAF and QCD questions we get asked most often:

U.S. Outlook: One Thing Leads to Another by Charles Schwab Asset Management

Economic pain is likely in 2024, but that doesn’t mean stocks will struggle all year, especially if there is a continuation of the rolling recessions that have hit the economy.

See also: Global Economics Analyst Macro Outlook 2024 The Hard Part Is Over by Goldman Sachs

Why house prices have risen once again by The Economist

Three reasons why housing has remained strong.

See also: How the $1.8 Billion Real-Estate Commissions Lawsuit Came to Be by The Wall Street Journal

Joe Smith on Blowing Through His $61 Million NBA Fortune: ‘It Was a Very Low Point’ by Complex

Smith also opened up about how much was taken out of his fortune after taxes and fees.

How to Tweak Your Investments for a More Normal Market by Barron’s

Five things to do now given higher interest rates and recent market moves.

Is Nvidia a Buy, a Sell, or Fairly Valued After Earnings? by Morningstar

With the AI boom and a massive rally, here’s what we think of Nvidia stock.

Charlie Munger of Berkshire Hathaway Has Died by Kiplinger

One of the greatest investors of all-time and a great thinker who shared a lot we can learn from.