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It’s International Women’s Day, and I have been thinking about how financial advisors interact with… Read More
Do you typically make charitable gifts at year’s end by writing checks or using a… Read More
Whenever a donor commits to a large gift, whether cash, donation of property, a Charitable… Read More
Should you give cash or donate stocks that have achieved long-term capital gains as you… Read More
It’s that time of year when snow falls, fires are lit, and families gather. A… Read More
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