Understanding Asset Allocation

Asset allocation is ingrained in how we manage our clients’ investment portfolios. But what exactly does it mean?

Continue reading

An Evidence-Based Approach to Sustainable Investing (Second of Two Parts)

Whether they call it ethical investing or sustainable investing, a growing number of investors are concerned with “doing well by doing good.” Historically, investors who were philanthropically inclined had little choice but to seek financial returns through traditional investing, while separately expressing personal values by donating to charities.

Continue reading

Understanding Charitable Giving Through Donor-Advised Funds

Tax-filing time is upon us with a host of new rules, including the ones governing charitable giving. No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed.

That said, a tax break can feel good too, and it may help you give more than you otherwise could. Enter the donor-advised fund (DAF) as a potential tool for continuing to give meaningfully and tax-efficiently under the new tax law.

Continue reading

Six Steps for Financial Well Being in 2019

Are you ready to get a jump on 2019? Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead.

Continue reading