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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
In today’s world, convenience is often a single tap away. The breadth of smartphone apps enables us to have groceries delivered to our doors within hours or hail a ride to the airport within minutes. Even social exchanges occur in real time due to the immediacy of texting and social media messages. While we are […]
Austin H. Gewecke, CFANext Up
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