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.
Why Net Worth Pricing Might Be the Future of Wealth Management
By Christopher Van SlykeA new financial planning philosophy aims to further incentivize growth by aligning client interests more tightly with those of their advisor.
December 13, 2016
6 Economic Predictions for 2017: SIFMAThe forecast begins to reflect peoples expectations of fiscal and trade policies under the Trump administration.
December 07, 2016
Where Charitable Giving May Head With TrumpStudies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
December 02, 2016
3 Big Complaints About Donor-Advised FundsMost complaints about the fastest-growing charitable giving vehicle in America are overstated, says Howard Husock of the Manhattan Institute.
November 30, 2016
Financial Services Explained, Pt. 3: The Levels of Independent AdviceIn this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
November 29, 2016
How Wealthy Americans Spend Their Money in These 14 CategoriesA Spectrem study finds some spend more than $100,000 on everyday and luxury items.
November 23, 2016
U.S. Philanthropy Becoming Increasingly ‘Top-Heavy’: ReportGrowing inequity in giving poses risks for both charities and the public, according to the Institute for Policy Studies.
November 16, 2016
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT ReportNational Philanthropic Trust predicts continued growth in contributions.