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.
What Is SRI?
By Bob KeaneThe socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
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
November 30, 2008
Helping with your own local bailout effortAt the time I'm writing this, Americans are furious about the recent Wall Street bailout. At a time when many are economically pinched, they are outraged that politicians would consider giving the very companies that created the financial mess
November 30, 2008
Taking The Pulse Of Charitable Planning'Tis the season for giving. Among advisors active in the charitable planning arena, the closing weeks of 2008 will likely call to mind the many ...
November 30, 2008
Taking The Pulse Of Charitable Planning'Tis the season for giving. Among advisors active in the charitable planning arena, the closing weeks of 2008 will likely call to mind the many ...
November 10, 2008
Survey: Boomers With Advisors Feel BetterAccess to professional help may increase the odds that Americans ages 45 to 64 will be optimistic about their long-term financial health.Researchers at Thrivent Financial ...
November 04, 2008
Genworth, StanCorp Announce DividendsTwo large financial services companies today said they will maintain or increase dividend payments.Genworth Financial Inc., Richmond, Va., says it will pay a quarterly dividend ...
October 01, 2008
Listing of Pooled Income Fund SponsorsLife Income Funds of America www.lifeincomefund.org Fidelity Charitable Gift Fund www.charitablegift.org Raymond James Charitable Endowment Fund www.myfamilyfoundation.org American Red Cross www.redcross.org/donate/plngiv/pooled.html Harvard University Planned...