Wealth Planning

Five Financial Tips for Female Founders
Two Numbers You Need to Know
Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

by Anne Bucciarelli
Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial.

Philanthropy, Tax Management, Wealth Planning


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Can Investors Have Their Cake and Eat It, Too?
Tips for Making Your Charitable Donations Count
Don’t Miss Out on These Year-End Tax Strategies
Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

by Alexander Chaloff
There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments?

Alternatives, Wealth Planning


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Our Most Interesting Chart Right Now: Debt across the Economy—Pre/Post-Crisis
Market Timers’ Biggest Mistake? Ignoring Taxes
When It Comes to QSBS, Timing Is Everything
Qualifying for the QSBS Exclusion
Second Act for Qualified Small Business Stock?
Will the SECURE Act Disrupt Planning for Retirement Assets?
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