Investing for Charitable Giving: Discipline Reaps Rewards

There are plenty of fears that rob investors of sleep — perhaps none more so than market volatility. Whether investing for retirement or another long-term goal, few investors look forward to unpredictable swings in the market — and the same is true when investing for charitable giving goals. The reality is periods of market volatility are part of the investing landscape. And they’re rarely the right time to make drastic adjustments to your portfolio or your investment approach.

With the right partners and the right strategy in place, the best approach during periods of market volatility is to stay disciplined and take a long-term view. It’s an important virtue worth further exploring to help investors confidently navigate market…

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