News - advisors

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  Adopt a “donor beware” attitude when clients make non-marketable gifts

  Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions.
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  Hanging in there: Charitable giving in a challenging economy

  Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
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  Disaster philanthropy: Your clients and the important role of individual philanthropy

  Sadly, your philanthropic clients have likely grown accustomed to making charitable donations to support disaster relief.
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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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