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.
Giving Back: A Firm of Philanthropists
By Kara P. StapletonTHIS 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...
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
January 30, 2009
Firm Markets Plan Participant TrainingA financial representative has established 401KTrainers.com Inc., a firm that can help employers educate 401(k) plan members about their plans.
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
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.