Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more pro...
Perspective is key during major market movements. And so we proactively communicate our thoughts to clients when those happen, especially if on the do...
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for...
With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors Act (UTMA) custodial accounts well...
U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.
With tuition and fees at private colleges now approaching $100,000 a year, tax-advantaged 529 Savings Plans for education can make sense even for f...
“This is a process that slowly builds up to being able to say ‘yes, this is what we are about.” I am a big believer in periodic meet...
This week, the middle of 2024, some goods news on U.S. inflation was released, which may allow the Fed to lower its key interest rate at least once th...
While higher interest rates continue to challenge private equity investors, they should provide a fertile backdrop for private credit.
