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Year-End Charitable Giving Strategies Making gifts to charitable organizations with highly appreciated stocks is one of the benefits of being a long-term Capital Counsel client. The charity receives the market value of your gift, and you do not realize gains on the transfer. Stock gifts from individual accounts to donor-advised...

We reflect on the past 25 years with immense gratitude. We founded Capital Counsel on the belief that in-depth fundamental valuation-based analysis can produce superior long-term investment results.

Management Matters Most