Finance News
Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors
Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund.
By NB
Apr 18, 2024
Tips From the Pros: On the Road to Incapacity
Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity.
By NB
Apr 18, 2024
How Biden’s Budget Proposals Impact Pre-2026 Planning
Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book.
By NB
Apr 18, 2024