Tag Archives: Money

  Homeprismadvisor.com  /  News and Resources  /  Money
Categories Taxes Author Dieter Drews, JD

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages.

As the year winds down, many individuals begin thinking about charitable giving. For some, it’s an opportunity to support meaningful causes and make an impact in the community. For others, it’s also a strategic way to manage taxes before December 31. With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages. Here are several strategies to consider as you plan your year-end giving.

Categories Invest Author Dieter Drews, JD

Stock Market Update and August Outlook

Stock Market Update and August Outlook

The U.S. stock market showed resilience in July 2025, with the S&P 500 and Nasdaq reaching record highs despite ongoing trade policy uncertainties. The Dow also trended upward, nearing its first record high of the year. Strong corporate earnings, with 80% of S&P 500 companies beating expectations, and a robust labor market with a 4.1% unemployment rate supported market gains. Technology and consumer cyclical sectors led, with gains of 10.3% and 8.9%, respectively. However, tariff-related concerns introduced volatility, keeping investors cautious.

Categories Invest Author Dieter Drews, JD

Stock Market Update and July Outlook

Stock Market Update and July Outlook

As we closed the books on June, the stock market delivered another solid month of gains, building on the positive momentum seen throughout the first half of 2025. Investor sentiment remained strong, supported by resilient economic data, cooling inflation trends, and growing optimism around the Federal Reserve’s potential rate cuts later this year.

Categories Taxes Author Dieter Drews, JD

Summer Volatility: Why Staying Invested Matters More Than Ever

Summer Volatility: Why Staying Invested Matters More Than Ever

Stay focused and invested, as short-term market swings shouldn’t derail long-term goals.

Summer often brings images of relaxation, vacations, and slowing down, but the markets don’t always follow suit. In fact, the third quarter is historically one of the more volatile periods for investors. Between geopolitical uncertainties, changing interest rate expectations, and shifts in consumer and business sentiment, it’s no surprise that many portfolios feel a bit of turbulence this time of year.

Categories Invest Author Dieter Drews, JD

Stock Market Update and May Outlook

Stock Market Update and May Outlook

At Prism Capital Management, we’re committed to keeping you informed about the latest market trends. Here’s a brief overview of how the markets performed in April and what we’re keeping an eye on as we move into May.

1 2 3 … 9