News - advisors

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  Counseling your clients about nonprofits: The good, the bad, and the big leaps

  The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector.
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  Cryptocurrency: What if your clients own it and you don’t think they should?

  Most advisors exercise extra caution when advising clients about cryptocurrency. Indeed, 68% of investment fund executives surveyed do not believe it is a good idea for their clients to own cryptocurrency in the first place.
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  Inherited IRAs: Big headache, or big opportunity?

  Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
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  Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

  During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,” the client tells you. “Let’s talk about a family fund at the Lincoln Community Foundation.”
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  The “i’s” have it: Two key topics for client meetings

  Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
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