VOLUME XI, NUMBER 2 | JULY, 2004  
 
 

Charitable Giving: An Array of Choices -
Choosing a method for funding charitable gifts can be almost as difficult as deciding which charities to support. The “best fit” vehicle often depends on the donor’s time frame and desired level of involvement...

Rebalancing and Re-weighting - During June we conducted our annual rebalancing process--adjusting each client’s portfolio back to the target asset allocation of the client’s investment plan.

Manager Watch - This quarter we are focusing on the two managers we use to gain “value-oriented” exposure in domestic large capitalization stocks: Berkshire Hathaway and DFA US Large Cap Value (in tax-exempt or tax deferred accounts) or DFA US Tax-Managed Marketwide Value (in taxable accounts).

 
 


Volume XI, Number 2 July, 2004
Published Quarterly by: Kochis Fitz
Tom Tracy, Editor
E-Mail: info@KochisFitz.com
www.KochisFitz.com

Planning Staff:

Sarah K. Bailey
Karen R. Blodgett
Sandra L. Bragar
Linda J. Fitz
Michael P. Fitzhugh
Brett A. Gookin
Kacy Gott
Tim Kochis
Gregory R. Schick
Thomas G. Tracy
Jane M. H. Zaloudek