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The Case for International Investing

The Case for International Investing

by Scott Monk | Investment Management

Adding a moderate amount of international stocks to your portfolio can help both reduce volatility and enhance returns.   One of the most common objections I hear from new clients when walking them through my portfolio recommendations is why the need for...
Tax Loss Harvesting for Taxable Accounts

Tax Loss Harvesting for Taxable Accounts

by Scott Monk | Investment Management

Tax loss harvesting can be used in taxable brokerage accounts to maximize legacy giving impact.   In previous blog posts, I’ve discussed various tax-advantaged accounts that can help you build your legacy, both for charitable giving purposes and to pass along to...
Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

by Scott Monk | Investment Management

With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up, bond values will fall, causing principal losses for bond...
Constructing a Legacy Minded Portfolio

Constructing a Legacy Minded Portfolio

by Scott Monk | Investment Management

Creating a financial plan to help you meet your legacy goals isn’t about implementing one or two specific strategies, but instead is about looking at all your financial decisions through the lens of those legacy goals, and that includes the construction of your...
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Charis Legacy Partners is an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not by itself imply any level of skill or training. This website is solely for informational purposes. No advice may be rendered by Charis Legacy Partners, unless a client service agreement is in place.  Although obtained from reliable sources, Charis Legacy Partners cannot guarantee the accuracy of the information received from third parties. The opinions expressed herein are those of Charis Legacy Partners and may not actually come to pass. This information is current as of the date of this material and is subject to change at any time, based on market and other conditions. Past performance is no guarantee of future results. Investing involves the risk of loss and investors should be prepared to bear potential losses. For questions or to report any problems, please contact us.

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