Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
FFP Offers Grants for Pro Bono Financial Planning
By Emily ZulzThe Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
June 26, 2014
Investing and spending habits of the affluentThe number of U.S. households with a net worth of $1 million or more reached 9.63 million in 2013.
June 26, 2014
Investing and spending habits of the affluentThe number of U.S. households with a net worth of $1 million or more reached 9.63 million in 2013.
June 24, 2014
Ritholtz: The Shame of Alternative InvestmentsThe "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 20, 2014
House Committee Votes to Block SIFI DesignationsThe two bills would effectively shutter the FSOC for a year, but analysts give them little chance of becoming law.
June 16, 2014
Vanguard Charitable Reports on 10 Years of Giving Through Donor-Advised FundsQuestions exist about DAFs effectiveness and the charitable intent of donors who use them. Vanguard studied 10 years of account data to find answers.