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.
Advisors Giving Back: Adam Carlin of Morgan Stanley
By Janet LevauxA look at why this Florida-based financial advisor plans to continue his philanthropic focus for years to come.
December 22, 2016
9 Years Later, Workers Still Recovering From Great RecessionLess than 40% of workers say they have recovered financially from the recession that started in December 2007, a study finds.
December 21, 2016
Why Net Worth Pricing Might Be the Future of Wealth ManagementA new financial planning philosophy aims to further incentivize growth by aligning client interests more tightly with those of their advisor.
December 21, 2016
How the Trump Rally Could Save EndowmentsIts well known that recent years havent been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?
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.