Latest Articles

Failed Government myRA Program Closed
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That the program failed is not a surprise. That the government decided to close a failed program, however, is.

#TBT Best Practices for Trusts, Foundations, and Endowments
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“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”

Use Gift Clumping or Qualified Charitable Distributions to Save on Taxes
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These are two ways to benefit from the higher standard deduction while still fulfilling your charitable intentions.

Our Firm is a Statistical Outlier
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We are a statistical outlier: We are young; we are female.

How Can I View Global Market Movements By Country?
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There are as many as 60 different stock markets around the world.

The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

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