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.
Steve Sansom of Green Square on Human Capital: Schwab Impact Video
By John SullivanFounder of Green Square Capital discusses how his asset management firm incorporates the input of its employees and leaders to achieve firm growth.
November 14, 2011
Year-End Gift Giving Will Be More Modest—and ‘Meaningful’A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.
November 13, 2011
Guggenheim's Tony Davidow on Investing in China: Schwab Impact VideoGuggenhiem Investments' managing director tells John Sullivan about the different vehicles--including a currency ETF--that advisors can use to take advantage of the China "growth story."
November 08, 2011
LizAnn Sonders of Schwab on Investing and Taxes: Schwab Impact VideoSchwab's chief investment strategist explains her views on expected economic growth, how advisors can take advantage of market volatility, and why we may all be pleasantly surprised by the Congressional super-committee's upcoming suggestions for cutting the deficit.
November 08, 2011
The True Past, Present and Future of the FPAFPAs leadership responds to its critics on its history, goals, membership numbers and relationship with the BD community.
November 07, 2011
Lessons Learned in Client Communications: Schwab Impact VideoWhat did advisors learn during the financial crisis, and how are they counseling jittery clients in these volatile times? Gurinder Ahluwalia, president and CEO of Genworth Financial Wealth Management, shares his insights during the 2011 Schwab Impact conference with John Sullivan of AdvisorOne.
November 06, 2011
Donor Advised Funds: A Less Expensive Charitable Alternative?Donor Advised Funds can allow your clients to align their planning and charitable aspirations.
November 04, 2011
Charities Under Obama Tax Plans Would Feel Some Pain: StudyTax code proposals would have limited short-term effects, but in long-term might hurt, Indiana University study finds.