For richer for sure. | armari36/iStock/Thinkstock
While high-earning men don’t make more money around the time they marry, their earnings grow throughout the lifetime of the marriage, according to research by Jonathan Marc Bearak, who got ...
My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a...
Know your clients. | Copyright Chip Somodevilla, Getty Images
You might think federal employees have similar needs to your so-called civilian clients. And perhaps you’re already providing these clients with the same portfolio construction ...
On Sunday May 31,2015, Sotheby’s was involved in the ‘Just Around the Corner’ auction to benefit the the Milgris Trust and the Voss Foundation, which provide clean water, sanitation and hygiene in Sub-Saharan Africa...
Founded in 1985, the John Wayne Cancer Foundation was created in honor of John Wayne after his family promised to use his name to continue his fight against cancer. The John Wayne Cancer Foundation’s mission is to bring courage, strength and...
Many grandparents will accelerate the inheritance of a grandchild pursuing a course of study likely to leave him with the prospects for a career and decent paying job
Can you hear me now?
Though independence is one of the defining characteristics of many registered investment advisors, it’s also a challenge to presenting a unified front to regulators in Washington D.C. To help independent RIAs get their...
