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July 2019

Investing 101 for Beginners

Investing 101 for Beginners

Investment Management, Risk Management /

There’s a lot to learn if you want to know more about investing your money for beginners. If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming.

So here is a rundown of common investing terms that every investor should become familiar with.

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Investing 101 for Beginners Read More »

planned giving

Planned Giving Goes Further

Trust & Estate Planning, Wealth Management /

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options. Before you make a commitment, be sure to check with the organization that you are interested in supporting to ensure that they can handle the type of planned giving option you are most interested in.

Before giving a gift, take some time to familiarize yourself with the different giving options available. If you do have significant assets you wish to give, it’s always best to consult with your accountant or financial planner prior to making a final decision.

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Planned Giving Goes Further Read More »

DISCLOSURES
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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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