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.
Suddenly Single in a Financial Fog
By Olivia MellanYouve heard me lament that womens financial sophistication doesnt seem to be improving.
September 26, 2013
LPL Lands Retirement Plan Deal With New York LifeThis comes on the heels of the broker-dealers news of a similar program with Vanguard in August.
September 26, 2013
Head Start, Meals on Wheels Among Programs Bruised by Budget ImpasseAutomatic spending cuts are starting to pinch nonprofits, and this could worsen unless Congress and the White House conclude a deal to reduce the deficit.
September 26, 2013
Do you suffer from the imposter syndrome?Dont fretyou can learn to walk the talk.
September 24, 2013
Donors Should Coordinate Efforts to Better Fight Global Poverty: Forbes Insight StudyA problem as huge as global poverty can be addressed only by systemic change rather that specific projects, a Forbes Insight study says.
September 23, 2013
Does Your Client Want to Divest From Fossil Fuels?Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 19, 2013
The charity metrics that really matterWant to make your client's donation go further? Evaluate charities using these measures.
September 19, 2013
Is the Fed too open? From Kreminology to ‘Wednesdays with Ben’Does this openness impact the effectiveness of the Feds policy decisions?