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 Unexpected Risks of Popular Holiday Gifts
By Fran O'BrienAlerting clients to these risks can serve as a valuable and attention-getting touchpoint communication at this time of year.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 17, 2017
Impact Investing Can Be Profitable, New Report SaysRecent research has shed light on what are appropriate and achievable financial performance expectations.
November 16, 2017
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s ClarkMost indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
November 15, 2017
Betterment Adds Charitable Giving Feature in Time for Year-End Tax MovesBetterment Charitable Giving will launch Nov. 28 and is available for all its retail investors and advisors using its advisory platform.
November 13, 2017
Is Gender Lens Investing a Good Opportunity for Female Clients?Gender lens investing, a subset of impact investing, involves actively investing in businesses that benefit women.
November 13, 2017
10 Finance Books Worth ReadingThe Ritholtz Wealth co-founder and chairman says these names go beyond the classics; several are off the beaten path and very worthwhile.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.