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Blog

Charitable Giving Options (Part 3): Donor Advised Funds

by
Marie St. Clare
CFP® - Associate Financial Advisor

November 28, 2022

The picture shows an envelope full of money to represent giving to Donor Advised Funds.

Donating to a Donor Advised Fund enables you to contribute, receive a tax deduction, and advise the charity on how to use your donation.

Sensible Continues Cradles to Crayons Volunteering Tradition

by
Sensible Staff
November 18, 2022

The picture shows members of the Sensible Team donating their time to Cradles to Crayons.

The Sensible team continued their fall tradition and donated time, energy, and gently-worn clothes to Cradles to Crayons.

Cybersecurity: Phishing for Beginners*

by
Chuck Luce
Operations Group Leader and Chief Compliance Officer

October 26, 2022

The picture shows a hacker in shadows to represent phishing.er

We’re facing a rise in common cyber threats, especially phishing, the practice of sending emails purporting to be from reputable companies.

Sensible Celebrates Its 20th: ‘Twas a Lovely Night at the Lyman Estate

by
Sensible Staff
October 25, 2022

The picture is of the Lyman Estate, site of the 20th anniversary gala.

Clients, vendors, family, and friends gathered at the historic Lyman Estate for a celebration of 20 years of Sensible Financial.

Why Are Stocks And Bonds Both Down? Part III

by
Rick Miller
Ph.D., CFP® - Founder

October 25, 2022

How bonds can still provide diversification to your portfolio, even though stock and bond returns are just uncorrelated.

Bonds Are Down, but It’s Not All Negative

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

September 28, 2022

The picture shows a glass half full to say that bond declines are not all bad.

Rising interest rates are affecting bond prices adversely, but will bond prices hurt long-term investors’ portfolios?

Rick Miller Discusses Investing (and Turtles!) on NPR

by
Sensible Staff
September 28, 2022

This is a picture of a turtle which we compare to a bond in this article.

Both stocks and bonds have decreased in value. Rick Miller appeared as a guest on NPR’s Weekend Edition Sunday to discuss that issue.

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Recent Posts

The picture is of a lock on a keyboard to represent social engineering, spoofing, and hacking.

Cybersecurity: Social Engineering

Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?

The picture shows the hands of a person using a calculator to represent figuring taxes and deductions.

Charitable Giving (part 4): Donate Using DAFs

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

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authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Chuck Luce

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This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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