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.
Help Your Clients By Putting
By Eric S. SmithAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 01, 2007
Cash Camps for KidsMoney Camps, Inc. (www.moneycamps.com) holds events for people of all ages, especially children. Money Camps for Kids was created to introduce the world of finances...
October 01, 2007
Anatomy of a NicheFinancial advisors are always seeking to connect on a personal level with their clients and to uncover shared interests and beliefs. While this isn't the...
October 01, 2007
T.R. vs. J.P.It would be called the Bankers' Panic, the Roosevelt Panic, or simply the Panic of 1907. A hundred years ago this month was the culmination...
September 02, 2007
Attract The Mega-Affluent In BunchesSome people say the following story isn't true.David Stillwater didn't even notice how easily he left behind the "anti-establishment" mentality of the 70s as he ...
September 02, 2007
Attract The Mega-Affluent In BunchesSome people say the following story isn't true.David Stillwater didn't even notice how easily he left behind the "anti-establishment" mentality of the 70s as he ...
September 01, 2007
Five roadblocks to getting quality referralsVirtually every advisor has been taught that generating referrals from clients and prospects is the way to success, but less than 15 percent of all advisors generate enough referrals to significantly impact their business. Most of the time, the