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TEAM SPOTLIGHT – Carolyn Wittmann-Todd
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
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Tax-efficient giving comes with specific guidelines
With the holidays and end-of-year deadlines, charitable giving is top of mind for many people. Cash is generally the least tax-efficient method of making charitable
TEAM SPOTLIGHT – Di Thigpen-Shankles
Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it,
Stay the Course but be Willing to Adjust Your Sails
When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten
MARKET REVIEW: 3Q 2023
Stocks started off the third quarter on a positive note, as inflation in the US continued to decelerate and underlying indicators of economic growth held
Update from our Scholar
The report from Hawi Kadir, our scholarship recipient, on her freshman year at UW provides insight into the impact that CSF is having on students.
MARKET REVIEW: 2Q 2023
With both the banking and debt ceiling crises averted, and encouraging economic data suggesting a strong US economy, stocks experienced strong growth over the second
