We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.
Remembering Philanthropy Read More »
Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.
Charity Begins at Home, But Where Does it Go From There? Read More »
Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.
3rd Quarter 2009 Client Note Read More »
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
Welcome to Mountain Money Blog Read More »
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