Is a Donor-Advised Fund Right for You?
Many of our clients believe it’s important to support the organizations and causes they care about, and we are here to help them do so in a wealth-generating way.
We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
Many of our clients believe it’s important to support the organizations and causes they care about, and we are here to help them do so in a wealth-generating way.
A handful of critical provisions will affect our clients now or in the near future.
Donating stock instead of cash to fund your charitable giving can increase your wealth. If you hold low-basis securities (i.e., stocks or funds acquired for much less than they’re worth today), consider using them to fund the majority of your charitable donations
December is the time when many people think about giving to charity. Why? One reason is to reduce taxes, and a charitable contribution may accomplish
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