investment

What Makes Us Truly 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 as an early pioneer of donor advised funds (DAF) over 36 years ago. This independence allows us to focus on, and act in, your clients’ [...]

Phil Tobin2022-10-24T20:07:42+00:00April 9th, 2020|Tags: Broker, Financial Advisor, Independence, investment, legacy, Preferred platform|

Closing the Generational Gap with Family Philanthropy

A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. If half are concerned about this, it’s likely that the other half should be. In 1877, when Cornelius Vanderbilt died, he [...]

Phil Tobin2020-04-15T17:23:24+00:00April 9th, 2020|Tags: donor advised fund, investment, legacy, philanthropy|