Market Commentary: Summer 2015 – Impactful Charitable Giving

IMPACTFUL CHARITABLE GIVING American charitable giving is the largest in the world, exceeding $350 billion per year given to more than 1 million charities: 72% of all giving comes from individuals with the combined giving of foundations, bequests, and corporations making up the remaining 28%. Deciding how much to give and to whom is challenging […]

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How Much and to Whom in this Season of Giving?

There are ways to bring discipline and more impact to the gifts you give American charitable giving is the largest in the world, exceeding $300 billion per year given to over 1 million charities. Like you, my mailbox overflows this time of year with solicitations from many organizations supporting worthy causes — locally, nationally, and […]

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When it’s Time to get Serious About Getting Financial Help

When making any major decision, it is important to know when to seek professional advice. With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get help. You own a business Among the biggest mistakes business […]

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