Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
READ MOREFive ways we helped clients in the last month
by Jon Sevenker | Nov 8, 2017 | P&A Articles
Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
READ MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, P&A Articles
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
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