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.
SMA Manager of the Year Duane Roberts on 'Impact' Investing
By James J. GreenCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
July 06, 2015
Foundations, Endowments Buying Emerging Market DebtOver the past decade, foundations and endowments have repositioned their market exposures away from long-only U.S. equities, according to a new report from eVestment.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Are you still a terrible listener?Here are some of the ways poor listening skills can put you at a disadvantage in todays business world.
June 29, 2015
Sustainable Investing: No Longer a BackwaterThe great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
June 29, 2015
Millennials’ Charity Strongly Influenced by Co-WorkersMillennial employees were 46% likelier to make a donation if a co-worker encouraged them to do so, a study found.
June 24, 2015
For elderly fraud victims, biggest toll is emotionalBeing taken advantage of by a family member compounds the emotional impact of fraud.