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The Cobblestone Advisor January 2021

Read the latest Investment Brief for 2021

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Featured

Charitable Giving – Two Options That May Be Better Than Cash

People sometimes view the tax code as a large compilation of complex rules that often make little sense. In some ways that can be true, but it can also be seen as a collection of ways for leaders to incentivize behaviors they want to encourage (like home ownership, charitable giving, and saving for retirement) and disincentivize behaviors they want to discourage (like higher taxes on cigarettes compared to other goods).

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Cobblestone Insights

June 9, 2021

Charitable Giving – Two Options That May Be Better Than Cash

People sometimes view the tax code as a large compilation of complex rules that often make little sense. In some ways that can be true, but it can also be seen as a collection of ways for leaders to incentivize behaviors they want to encourage (like home ownership, charitable giving, and saving for retirement) and disincentivize behaviors they want to discourage (like higher taxes on cigarettes compared to other goods).


June 1, 2021

Is it Time to Refinance Your Mortgage?

Many people consider refinancing their home when interest rates fall, and right now they’re historically low. One common rule of thumb is that refinancing is a good idea if you can reduce your rate by at least 1%, but you should consider it for even smaller decreases in rates depending on your situation and the value of your home.


May 26, 2021

Health Savings Accounts – What You May Not Know

In the old days, people would pay health insurance premiums to an insurance company and the insurance company would cover most of their medical costs. If there were no medical costs, the insurance company would pocket the money. The advent of high-deductible health plans paired with health savings accounts has changed this dynamic, giving people more control over how their health care dollars are spent – and giving them the ability to keep more of their money if they stay healthy.