How Smart Are You About Tax Credits?

Tax credits are the gold nuggets of the tax world. With the exception of winning the lottery, tax credits may be the...

Delicately Handling Family Loans and Gifts

It seems like a simple enough proposition when a client wants to give or lend money to a family member, especially if...

Help Clients Buffer Downside While Retaining Upside Potential: BlackSw

      Christian MagoonFounder & CEOAmplify ETFs Dan Cupkovic, CFPDirector of InvestmentsARGI Investment...

Brexit and the value of diversified portfolios

Greg Davis“The latest vote just means the situation remains uncertain,” said Greg Davis, Vanguard’s chief investment officer. “Uncertainty has been a part of the Brexit process from the beginning, and such significant events underscore...

Five Voicemail Tips for Financial Advisors

Many people ask us whether or not you should even leave voicemails. The answer, generally, is that you should. It’s one more...

#FASuccess Podcast: Building Confidence with Hilary Hendershott

Welcome back to the 115th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Hilary Hendershott. Hilary is the founder of Hendershott Wealth Management, an independent RIA based in San Jose, Calif. that...

What to expect next from the markets

After a period of historic growth and relative calm, the markets have returned to a more expected up-and-down cycle. The Standard & Poor’s 500 Index finished 2018 down more than 4%—its first calendar-year decline...

Three Negative Trends in Washington, D.C.

Some potentially disheartening recent developments concerning charities and their donors. View the Original Article

Three Charitable Policy Trends in 2019

Some potentially disheartening recent developments concerning charities and their donors. View the Original Article
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