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.
6 Financial Planning Tips to Close Out the Year of COVID
By Michael S. FischerSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
October 26, 2020
10 Universities With the Largest Endowments: 2020College endowments can be used to benefit students, but they can also raise the hackles of cost-conscious parents and politicians.
October 16, 2020
Buffett Inches Toward Wells Fargo Exit as Scharf Sets CourseWarren Buffett urged Wells Fargo's board not to hire a leader from Wall Street. But it did.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 06, 2020
12 Best Cities for Financial Advisors to Start a CareerAdvisors in these cities make high average salaries and have lots of potential clients, according to SmartAsset.
September 30, 2020
Fidelity Charitable Ends DAF Account MinimumsThe change makes donor-advised fund accounts more accessible to the average household.
September 30, 2020
Invest in Others Foundation Names 5 Advisor Award WinnersEach winner's favorite nonprofit organization receives a monetary donation.
September 25, 2020
Envestnet, Wells Fargo Clinch Data Sharing DealEnvestnet | Yodlee previously signed data sharing deals with Charles Schwab, Citi and JPMorgan Chase.