In the News
Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits. read more
This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common. As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because… read more
More from our Blog
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set…