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.
Rep. Baker Leaving Congress To Head Hedge Fund Group
By Matt BradyRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 16, 2008
GOP Veteran Leaves Hill To Lead Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 14, 2008
Flattery will get you nowhere ... Or will it?A car salesman in Detroit named Joe Girard sends out a photocopied, "I like you," every three months to his prospects. His production is head and shoulders above the combined efforts of other top producers in his company. Girard is a
January 01, 2008
Big Brokers and PlanningNow that fee-based brokerage accounts are forbidden, some major brokerage firms are finding that the shift to investment advisory accounts, financial planning, and the Certified...
December 12, 2007
Making Charitable Initiatives a Win-Win for Your Community and Your BusinessFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...
December 12, 2007
Making Charitable Initiatives a Win-Win for Your Community and Your BusinessFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...
December 12, 2007
Giving: S.C. Blue, WellPointA charity affiliated with Blue Cross Blue Shield of Carolina has announced $2.9 million in grant awards.The BlueCross BlueShield of South Carolina Foundation, an arm ...
December 04, 2007
Scams still target seniorsThe individuals who run scams on the general public, and seniors specifically, look to prey on people's generosity toward less-fortunate groups, police and firefighters, and those hit by disaster. They sound official when they call, accept donations