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.
Greenspan: Be Afraid, Bond Bubble Is Bubbling
By Bernice NapachFormer Fed Chairman Alan Greenspan says there is an extraordinarily unstable position in the price-to-earnings ratio.
July 20, 2015
Schwab, Fidelity DAF Grants Set Records in 2015Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
July 15, 2015
What Do Advisors Really Do Anyway?Its not clear to me why many proponents of transforming the independent advisory world into flat fee only often talk as if they are completely unaware of the many client benefits of an AUM fee model.
July 06, 2015
Foundations, Endowments Buying Emerging Market DebtOver the past decade, foundations and endowments have repositioned their market exposures away from long-only U.S. equities, according to a new report from eVestment.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Are you still a terrible listener?Here are some of the ways poor listening skills can put you at a disadvantage in todays business world.
June 29, 2015
Sustainable Investing: No Longer a BackwaterThe great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.