Wealth Management

Don’t Expect the Easy Market Gains of the Reagan Era
Stripping the Illusion of Tax Efficiency from Index Funds
Investing in a Changing Environment
When the Target Is Moving, Flexibility Is Key
Five Surprises That Wouldn’t Surprise Us in 2017
CAN’T PART WITH A FAVORITE STOCK?
Lessons Learned in 2016: Star Wars Edition
Despite Changes, ABLE Accounts Still Fall Short
Last Call to Set Up a Donor-Advised Fund in 2016
Making a Difference

Making a Difference

by Anne Bucciarelli

With Giving Day, the Tuesday after Thanksgiving, around the corner, the year-end charitable-giving season is about to begin in earnest. Here are some answers to a question that clients often ask us as we work with them to structure their year-end and long-term giving programs, “How can I ensure that my gifts are making a difference?”

Philanthropy, Wealth Management


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Year-End Tax Planning When Tax Code Appears to Be Poised for Change
CAN’T PART WITH A FAVORITE STOCK?
Can I Give to Charity from My IRA?
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