Results for "charitable giving"

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Impact investing a potential trap for the unwary

December 4, 2014

The World Economic Forum has a message for wealthy families thinking about impact investing: don't buy on the buzz. Seeking investments with the dual purpose of making a profit and improving society has become trendy among wealthy people and...

Congress poised to pass tax-extender extender, extending advisers' frustration

December 2, 2014

Congress appears poised to do the minimum in renewing dozen of tax breaks that expired at the beginning of the year, a move that will extend investment advisers' frustration. The House is expected to vote Wednesday on legislation that would...

Mixing tax time and the holidays

November 16, 2014

The next eight weeks are critical for both investors and their financial advisers. It is the time when year-end tax planning takes place. Financial advisers are aware of this season, but clients usually need to be reminded and encouraged to...

How charitable giving can offset bull market gains

November 10, 2014

Charitable giving is on the rise this year as advisers and clients contend with the challenge of offsetting investments that have been climbing in value. As the year winds down, advisers and tax experts gear up for a conversation with their...

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...

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