Ben Collins, our guest speaker, is a 2007 Amateur World Triathlon Champion, a three-time New York City Triathlon Champion, a four-time 70.5 Ironman Champion, and was a member of the US National Team, to name just a few of his accomplishments.

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors and volunteers. The opportunities to support a nonprofit can seem endless and overwhelming.

Estate planning is one of the most technical—and terrifying—topics in the broad practice of wealth management. It exists at the intersection of quantitative logic and qualitative feelings, and it evokes the types of emotions that we instinctively avoid. Anxiety, fear, loss, sadness, hopelessness.

History shows there’s no compelling or dependable way to forecast stock and bond movements. The year 2019 has been a case in point. The year 2019 served up many examples of the unpredictability of markets.

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable giving—start coming into sharper focus.

Want to make the most of your charitable giving this holiday season - and save on taxes, too? Consider the benefits of donor-advised funds.