
Doing good, feeling better, and making a difference
At first glance, philanthropy and positive psychology appear to have very little in common. Philanthropy is a term generally associated

At first glance, philanthropy and positive psychology appear to have very little in common. Philanthropy is a term generally associated

Especially over the last few years as

Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the

You’ve no doubt noticed that donor-advised funds have been featured more prominently over the last few weeks in financial and


It’s the season for email newsletters hitting your inbox with tips for tax planning. We get it! With so much

Late last month, the White House