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.
4 reasons giving is good for you
By Tim McCarthyMoney really can buy you happiness...but only when you give it away.
October 06, 2014
Family Offices Globally Show Significant Similarities: StudyThe average family office portfolio returned about 9% in 2013, the UBS/Campden study found.
October 03, 2014
3 Ways to Boost Impact Investing, Spur Millennial InvestorsWealthy millennials are twice as likely as their grandparents to use their investments for social impact.
October 02, 2014
3 Trends for Newly Wealthy FamiliesWith most U.S. wealth being first-generation wealth, its not about preparing the money for the family so much as preparing the family for the money.
October 01, 2014
Some Female Nonprofit Execs Earn 23% Less Than MenAlso, bigger nonprofits were less likely than smaller ones to have female CEOs, a report from GuideStar found.
September 30, 2014
Insurance: The ‘Putter’ in the Retirement Golf BagYou drive for show but putt for dough, AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
September 29, 2014
Vanguard, Schwab, Fidelity Share Update on DAFsRecent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
September 29, 2014
Saving Exploited EldersEvery day at least 1,000 elderly Americans are financially exploited or abused.