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.
Don’t Settle for Less: Key Steps to Maximize HSA Growth Potential
By Robert Bloink, William H. ByrnesWhen it comes to managing an HSA, the investment advantages can be stretched much further than the triple tax savings already offered.
April 25, 2017
How Philanthropists Are Responding to Political Shift in DCOne donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
April 20, 2017
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation SourceA Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
April 14, 2017
Men Likelier Than Women to Seek Financial AdviceCountry Financial offers steps people can take toward better managing their finances.
April 12, 2017
Wall Street Critic Says Stop Beating Up Wall StreetBestselling author WIlliam Cohan talks to ThinkAdvisor about better ways to change Wall Street's bad behavior and why clients are responsible for choosing trustworthy advisors.
April 06, 2017
Trump’s Policies: Market Impact vs. Economic ImpactThey are not the necessarily the same, according to the head of risk at Horizon Investments.
April 05, 2017
Has It Become Too EZ to Gain Tax-Exempt Status?Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
April 03, 2017
Envestnet Wants to Help Advisors Beat Robos at Their Own GameEnvestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.