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.
Charities’ Portfolios Rose 15% in FY2013: Commonfund
By Michael S. FischerSurvey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
November 11, 2014
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) BushWith record attendance and high-profile speakers, Schwabs annual shindig for its RIAs delivered.
November 10, 2014
Schwab Impact Awards Go to 3 RIA Firms, RecordkeeperSchwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
November 05, 2014
Top 20 Colleges With Most Billionaire AlumniYou don't have to have a college degree to become a billionaire, but these schools, mostly in the U.S., have churned out many of them.
October 31, 2014
Could FPA’s Waning Power Lead to Its Untimely Demise?Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
October 30, 2014
Dave Ramsey deserves everything Brian Stoffel gave him — and then someCould Ramsey simply have been mistaken about his math? Nope. Not at all.
October 29, 2014
Tavakoli Turns Her Fire From Crony Capitalists to Muslim FundamentalistsNew book by structured finance expert discusses the Unveiled Threat of a woman who knows how to follow the money.
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.