Market Commentary: Giving Tuesday

hosted by: Business Development Specialist – Ann Vaeth

special guest: Managing Director – Steven Kuhlman

The commercialized shopping days of Black Friday and Cyber Monday are upon us. The following day, December 1, is Giving Tuesday: a day that recognizes charitable initiatives through donations and acts of service for the betterment of the community.

We sit down with Managing Director Steven Kuhlman to discuss planning strategies that can help our clients pursue their charitable giving goals, just in time for Giving Tuesday!

Enjoy!

Disclosures:

Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.

Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.

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