Blog

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser. Being a board member can be as demanding and rewarding as...

Overview For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. The added incentive of an often substantial tax deduction, coupled with various estate planning benefits, is...

What is a charitable lead trust? A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property,...

Venture Philanthropy While it may have gained increasing interest in recent times, especially as more investors look for ways to support causes that resonate with them, the idea of venture philanthropy is not new. In 1969, John D....

Each year, Presidents' Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive. But while the...

In recent times, investor expectations have shown a concerning trend of becoming detached from the realities of the market. The focus on technology and artificial intelligence (AI) has largely kept investors engaged and buying,...

The headline U.S. unemployment rate fell from 6.7% at the end of December 2020 to 3.9% in December 2021, marking the biggest one-year improvement in history.1 While many workers took advantage of this strong rebound in the job market,...

Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies— may have you wondering whether you should jump into the excitement. Before you leap, you might...

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning and attention to detail, senior travelers can work towards preparing trips that are safe,...

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.What will I be entitled to?If you leave your job (voluntarily or involuntarily),...

A new study of the 76 largest cities in the United States has revealed that a $100,000-a-year salary, long considered a benchmark of financial success, may not be enough to support a comfortable lifestyle after taxes and the rising...

As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters.While the process can be emotionally and physically challenging, it can also...

Financial capacity – the ability to manage your finances in your own best interest – involves everything from paying bills to reading a brokerage statement and weighing an investment's potential risks and rewards. And...

Mutual funds have been one alternative for many investors seeking professional money management. But when you buy shares of a mutual fund, your assets are pooled with those of other fund shareholders. You gain professional money...

In today’s volatile stock market environment, tax efficiency management is used to harvest losses and adjust assets in portfolios. For example, when an investor is reaping long-term gains, paring losses can reduce their tax...

You can learn a lot from those who have come before you. For individuals interested in investing, especially those new to it, learning and applying the wisdom from people that have found techniques that worked for them is a great...

As an investor, it's important to keep a close eye on the stock market indicators. Currently, the indicators are showing a concerning trend that investors should pay attention to.The stock market has seen a rally in big tech stocks...

First blog post. Enjoy.