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.
Mistakes I've Made
By Monroe Roey M. DiefendorfOver 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary ...
February 10, 2008
What Is A Donor Advised Annuity Program?A major problem for today's nonprofit organizations is the potential they face of having to cut back on outreach programs, or even close down, due ...
February 10, 2008
What Is A Donor Advised Annuity Program?A major problem for today's nonprofit organizations is the potential they face of having to cut back on outreach programs, or even close down, due ...
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 18, 2008
Kid ConnectionLenox Advisors, a firm based in New York, knows the importance of keeping in contact with clients' children. The firm launched the Lenox Money-Smart Kids Program--designed to help parents raise financially literate children--after high-net-worth clients requested more information on how best to discuss money and financial issues with their children.
January 16, 2008
GOP Veteran Leaves Hill To Lead Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 14, 2008
Flattery will get you nowhere ... Or will it?A car salesman in Detroit named Joe Girard sends out a photocopied, "I like you," every three months to his prospects. His production is head and shoulders above the combined efforts of other top producers in his company. Girard is a