Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law on . Posted in Blog
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.
Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law on . Posted in Blog
If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing to the greater good?
Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law on . Posted in Blog
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.
Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law. on . Posted in Blog
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.
Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law. on . Posted in Blog
Stock market volatility has been a dominant headline in recent weeks, particularly as technology stocks have tumbled. Needless to say, we all strongly prefer the market’s upswings to its downturns. But there is no moment like the present to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest financial goals.