Results for "charitable giving"

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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 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 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...

Charitable deduction gets strong backing in Senate

January 24, 2014

The likely next chairman of the Senate Finance Committee and 32 other senators from both parties are calling for the protection of tax deductions for charitable giving if Congress embarks on comprehensive tax reform. In a letter, dated Thursday...

Merrill offers new charitable investment for ultra wealthy

January 2, 2014

Bank of America Merrill Lynch is hoping that a new product offering will give wealthy clients the chance to see a monetary return on their philanthropy by investing in a program to rehabilitate ex-convicts. The firm launched its first so-called...

Charitable IRA provision: Time is now

December 8, 2013

Once again, the qualified-charitable-distribution provision is set to expire at year-end. Not taking advantage of this provision could be costly for high earners due to the 2013 tax increases affecting these clients. In fact, not using the QCD...

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