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.
Wisdom, Not Necessarily Conventional
By Bob KeaneOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
January 30, 2009
Firm Markets Plan Participant TrainingA financial representative has established 401KTrainers.com Inc., a firm that can help employers educate 401(k) plan members about their plans.
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
January 01, 2009
Happy New Year!It's always a good idea to think about business strategy at the beginning of a new year. But given everything we've been through in 2008,...
December 31, 2008
A bold new yearWe know the news about the economy and most of it isn't good. Everywhere you look, companies are tightening their belts, asking for bailout money and downsizing. But there's always that silver lining. As we step into the new year,
December 18, 2008
Philanthropy and the Family: Exploring the links between charitable giving and family dynamicsArchive from the web seminar series "Coping With the Wall Street Crisis", 12/18/08.
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
December 01, 2008
Catching Up With KSU's John GrableFor financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...