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.
Ritholtz: The Shame of Alternative Investments
By Barry RitholtzThe "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.
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.
June 13, 2014
Why Are There So Few Black CEOs in Philanthropy?Most African-Americans working in philanthropy do not believe they have real opportunities for meaningful leadership roles, according to the Association of Black Foundation Executives.
June 06, 2014
Financial literacy is a growth businessAdvisor: Take the time to teach prospective clients the basics of personal finance. It will help to cultivate profitable long-term relationships.
June 06, 2014
Financial literacy is a growth businessAdvisor: Take the time to teach prospective clients the basics of personal finance. It will help to cultivate profitable long-term relationships.
June 05, 2014
Donor-Advised Funds Aid Financial Planning, Teach Children About GivingFamilies with donor-advised fund accounts are using them to prepare the next generation to take up the familys giving legacy, according to Fidelity Charitable.
May 30, 2014
Calvert CEO Barbara Krumsiek to Step DownKrumsiek, a champion of socially responsible and sustainable investing, will remain chairwoman of Calvert Investments board and become chairwoman of the new Calvert Institute.