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.
2017 Career Guide: Financial Services Explained
By Bob ClarkIf you want to grow in age and wisdom as a financial planner, learn a little history.
December 21, 2016
How the Trump Rally Could Save EndowmentsIts well known that recent years havent been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?
December 13, 2016
6 Economic Predictions for 2017: SIFMAThe forecast begins to reflect peoples expectations of fiscal and trade policies under the Trump administration.
December 07, 2016
Where Charitable Giving May Head With TrumpStudies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
December 02, 2016
3 Big Complaints About Donor-Advised FundsMost complaints about the fastest-growing charitable giving vehicle in America are overstated, says Howard Husock of the Manhattan Institute.
November 30, 2016
Financial Services Explained, Pt. 3: The Levels of Independent AdviceIn this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
November 29, 2016
How Wealthy Americans Spend Their Money in These 14 CategoriesA Spectrem study finds some spend more than $100,000 on everyday and luxury items.