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 psychology of people placement
By Craig RandallLet 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
January 01, 2009
Happy New Year!It's always a good idea to think about business strategy at the beginning of a new year. But given everything we've been through in 2008,...
December 31, 2008
A bold new yearWe know the news about the economy and most of it isn't good. Everywhere you look, companies are tightening their belts, asking for bailout money and downsizing. But there's always that silver lining. As we step into the new year,
December 18, 2008
Philanthropy and the Family: Exploring the links between charitable giving and family dynamicsArchive from the web seminar series "Coping With the Wall Street Crisis", 12/18/08.
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
December 01, 2008
Catching Up With KSU's John GrableFor financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...
December 01, 2008
DAF or Foundation?"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
November 30, 2008
Producers excelling despite economic woesAlthough the economy has hit a full-blown recession, according to government reports, independent advisors have been faring very well. A LIMRA survey conducted last month with nearly 700 producers found that advisors are making the best of tough