Over the past year, the world encountered some of the most unpredictable and volatile events we’ve ever seen. As we emerge from a global pandemic and a divisive election, it’s finally time to refocus. After reflecting on triumphs and shortcomings, investors should...
As an investor, you can opt to donate a variety of financial assets, from government bonds to mutual funds as well as cold hard cash. For certain investors, directly donating shares of a publicly-traded stock can also be one of the most appealing ways to contribute to...
AARP’s recently released “2020 Tech and the 50+ Survey” revealed that investors age 50 and older are keeping pace with younger generations in terms of tech usage and social media habits – but what does this mean for financial advisors? For firms like...
Think life insurance is a complete waste of money? You’d be dead wrong. The truth is, when planning over the course of a lifetime, an insurance policy is an irreplaceable component of your financial future. Consider for a moment – the possibility of how an unexpected...
You’ve established your philanthropic intentions, set your charitable goals, and are ready to start making an impact. Now what? It’s time to learn some charitable giving basics, so you can make the most of your dollars and understand where philanthropy fits in with...
