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.
The Green Advisor: A Triad of Values
By Bob KeaneIn this space last month we wrote that while green investing and socially responsible investing (SRI) have much in common, they are not always the...
March 23, 2009
SRI: From base camp to summitAdopting the parlance of mountain climbing, First Affirmative Financial Network will conduct Base Camp SRI--a series of regional conferences aimed at investment advisors and financial planners interested in socially responsible investing.
March 02, 2009
Connecting the [Tech] DotsAdvisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.
March 01, 2009
Giving Back: A Firm of PhilanthropistsTHIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
March 01, 2009
The Silver CrisisThis is a story of speculative excess and backlash. It involves commodity prices surging and then plunging, risks spreading through interconnected markets, and financial institutions...
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
February 01, 2009
The Uncertainty PrincipleI was thinking of starting this column on how to deal with uncertainty with a line like "We live in uncertain times," but it occurred...
January 31, 2009
The psychology of people placementLet me tell you about an article I read recently in the Wall Street Journal. The article was talking about the major brokerage firms and their clients with $1 million or more being managed by the firm. They said that just over 80 percent of these