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ALIGNING CHARITABLE AND BUSINESS INTERESTS

For decades, many wealthy taxpayers have donated money to charities as a positive way to offset taxes. It is a viable tax-cutting strategy. But for some, the tax strategy takes a backseat to the primary of goal of doing something good. Both individual and corporate donors want the money they contribute to be used efficiently…

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Risk in the New World

The investment world is constantly changing thanks to advances in technology, big data, information transparency, the global economy and ever-fluctuating trends in consumer sentiment and populist politics. While investment risks may run rampant these days, it’s important to remember that risk is personal. To help guide your investment decisions, you should assess and prioritize what…

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