Results for "charitable giving"

Displaying 190 results

Sort: Date | Relevance

Author:

So you want to meet the family?

November 5, 2014

In December of 1843, Charles Dickens released a wonderful story entitled "A Christmas Carol" in which a crotchety old tightwad discovers the pleasure of sharing his wealth and the emotional gratification that comes from helping others in need....

Charitable giving gets a boost from wealthy donors

October 21, 2014

Whether the result of frothy investment values, tax management or a general sense of philanthropy, the trend toward charitable giving among the rich has never been so prevalent. The results of a study released Tuesday by U.S. Trust show that...

4 ways to impact students — and the financial industry — through mentoring

September 24, 2014

It's back to school — and back to work for many — but how about back to mentoring? Whether you have a child or not, or just want to give back, there are many ways to do just that — and truly make a difference. Wednesday, BMO Capital Markets...

Should you follow Bill?

September 12, 2014

Bill Gross has been cutting his position in bonds. Should you do the same? Bill Gross is selling bonds, but here's why maybe you shouldn't. Finra might have found its replacement for retiring arbitration chief Linda Fienberg. Wall Street watchdog...

Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

BofA settlement comes back to bite homeowners

August 22, 2014

The flipside of Bank of America's giant mortgage settlement now looks like a giant tax bill for homeowners. Thanks for nothing, DOJ. 2 million homeowners at risk Warren Buffett gets all tangled up in the ever-expanding compliance web. Missed...

Timing charitable gifts to avoid an inversion's tax bite

August 12, 2014

Shareholders of companies undergoing corporate inversions have a capital gains tax bill coming up, and merely donating the shares may not be the most bulletproof way to avoid the levy. Corporate inversions have been in the news as U.S.-based...

What last week's junk bond selloff means for stocks

August 11, 2014

Why last week's junk bond selloff could be a sign of trouble for stocks. Antiquated trading system exposes risks Morningstar advises going back to the basics with bond funds, points out some weaknesses in popular nontraditional bond funds. Bank...

Wall Street firms band together to support a headhunter's cause

August 6, 2014

By definition, being a headhunter puts me in an adversarial relationship with some firms (working against them), while at the same time puts me in an alliance with others (placing advisors with them). But even in the cutthroat culture of adviser...

Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

July 23, 2014

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around...

Charitable giving bolstered by improving economy

July 15, 2014

Numbers for Schwab Charitable, a national donor-advised fund where investors receive immediate tax benefits but make grants over time to their chosen charities, has grown tremendously during its fiscal year 2014. Individuals granted out $822...

Carl Icahn advises caution in the equity markets

July 11, 2014

Carl Icahn used yesterday's market reaction to Portugal's banking crisis to remind investors that stocks are in risky territory. When the billionaires get nervous, take notice. 'I'm very selective about companies I purchase' Low-volatility and...

Giving gains traction – and closes in on 2007 record

June 17, 2014

Every Thanksgiving, Bert Whitehead, a financial planner of 42 years and president of Cambridge Connection in Franklin, Mich., and his family sit around the dinner table and one by one name a charity they want to give to and why. Then they go...

Wealthy seek to pass on family values through philanthropy

June 3, 2014

Conversations advisers are having with wealthy clients about philanthropy these days have a lot less to do with how much they can afford to donate and much more about ways to include the whole family in giving. Wealthy clients want to bring...

Ways and Means to vote on extending deduction for IRA charitable contributions

May 27, 2014

The tax-writing committee in the House of Representatives is scheduled to vote later this week on legislation that would make permanent a tax deduction for charitable contributions from individual retirement accounts. The measure will be one...

Community Leadership Awards deadline extended

April 24, 2014

Nominate an adviser for a Community Leadership Award — the deadline has been extended through April 28. Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category...

Community Leadership Awards: Deadline is today

April 23, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit www.investinothers.org to submit...

The three levels of community involvement and how they can pay off

April 18, 2014

About two decades ago, my business partner and I were having a discussion about the growth of our company when the conversation drifted to the volunteer work we'd been doing. At some point, we both came to the realization that our involvement...

Deadline fast approaching for Community Leadership Awards nominations

April 17, 2014

Honor a financial adviser who is dedicated to making the world a better place through their active commitment to philanthropy. Category winners will receive a $20,000 donation to the charity they support. Visit www.investinothers.org to submit...

Fidelity Charitable promotes Danforth to president

February 26, 2014

Amy N. Danforth has been promoted to president of Fidelity Charitable, an independent charitable organization that also features a donor-advised program. In the new post, Ms. Danforth will handle Fidelity Charitable’s daily operations. “As...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 ... 10

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.