Wealth Planning

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Decisive Action Pays When Investing Amid Uncertainty
Four Things Successful Women Do in Big Financial Transitions
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


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Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
Five Financial Tips for Female Founders
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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.

Athletes & Entertainers, 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

Tips for Making Your Charitable Donations Count

by Robert Dietz, Jennifer Ostberg
Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction.

Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


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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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