Financial Advisor

/Tag: Financial Advisor

Ten Questions to Help Families Navigate the Great Wealth Transfer

Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: An estimated $59 trillion will pass from an aging generation to younger generations by 2061, including $21 trillion destined for charities. At its peak [...]

Ten Questions to Help Families Navigate the Great Wealth Transfer2019-03-15T13:21:13+00:00

What Makes Us Independent and Why It Matters

When we read about independence, we associate it with qualities like “free from the influence, guidance, or control of another or others; self reliant”. True independence was woven into our fabric when we first became involved with donor advised funds over 30 years ago. It’s one of our top priorities. Independence Means Freedom from Outside Influences [...]

What Makes Us Independent and Why It Matters2019-03-15T13:45:39+00:00