Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
READ: Roth IRA for Kids
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Chuck Conrad Videos and Articles
How does the Stock Market React Between Election Day and Inauguration Day?
How does the Market typically react? Does it depend on whether there is a change of leadership? What is the election is contested? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad, JD, discuss these issues with Fox 8 News Anchor Stefani...
Portfolio Management
What does having your driveway shoveled and portfolio management have in common? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad, JD, discuss these issues with Fox 8 News Anchors Stefani Schaefer and Gabe Spiegel. Securities offered through Registered...