Todd Gregory of Gregory Financial Group recently appeared on the syndicated financial talk show Right on the Money with Steve Savant to discuss investment risk analysis and management. In the segment, Mr. Gregory and host Steve Savant talk about the fact that many baby boomers have a portfolio that doesn’t align with their risk tolerance.
The holiday season is here, which means your calendar may be full of family gatherings, office parties and celebrating with loved ones. You also may be eyeing the end of the year for tax and gifting purposes. These final weeks represent one of the peak charitable giving periods as many people look to take advantage of all possible deductions and also support their favorite causes.