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.
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s Clark
By Emily ZulzMost indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
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.
November 10, 2017
More Entrepreneurs Focused on Impact Through Their Business, InvestmentsFour in 10 entrepreneurs consider positive impact core to assessing business performance, BNP Paribas found.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 08, 2017
Changes in Washington Are Fueling a Charitable Giving BoostNearly half of experienced donors said they were increasing their giving this year while only 7% are cutting back, a survey finds.
November 06, 2017
Global Investors Flock to ESGSchroders ranks 30 countries on their adoption of sustainable behaviors and investing.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.