March 23, 2020
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A better way of giving
Easy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk about
DAFs are easier to establish, administer than private foundations
But foundation advocates say they allow more sophisticated philanthropy than a DAF
Advisers should think twice about taking the SEC up on its ADV filing extension
Firms admitting their business continuity plans didn’t hold up amid the panic caused by the coronavirus is ‘not a good look’
One TDF series outperforms others in market plunge
The newer product line has a different approach to asset allocation than most other target-date funds
Fear sells, but excitement buys
We're constantly telling clients to remain calm during sell-offs. It's just not possible
