charity

Few things bring greater meaning to my life than using my time and resources to further the work of charitable organizations that align with my values.

I love donor-advised funds. This remarkable financial tool has been around since the 1930’s, but their popularity has soared in recent years.

Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area full of pitfalls. If you are thinking

Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would help us learn to be better investors. I