Examining Donor-Advised Funds: Making it Easy to Make a Difference

Americans donate billions to charity annually.  If you give to charity, you need to know about one of the best tools to facilitate generosity:  Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s.  DAFs act as vehicles for receiving gifts, often of appreciated stocks, real estate or other [...]

2019-07-03T18:21:42+00:00June 25th, 2019|Blog, Financial|0 Comments

The Key to Creating a Valuable Relationship with Your Investment Adviser

It is difficult to be knowledgeable and effective in everything we do. A very wise client once told me, “Do what you do best, and pay someone else to do the rest. “ That advice was true decades ago and I believe still rings true today. Accordingly, as investors, most of us seek the [...]

2019-07-03T18:21:17+00:00May 16th, 2019|Blog|0 Comments