Wealth Management: Top Trends in the Coming Year

Site AdminTaxes, Wealth, wealth management0 Comments

Like everything else in our world, change is about to happen both more quickly and more frequently in the wealth management world. Those who adapt will survive, perhaps even thrive, under the changes ahead. Three things to look out for: 1. ROBO ADVISORS A close second in the headlines about emerging trends is the emergence of robo advisors. Like it … Read More

Wealth Management through Charitable Giving?

Site AdminCharitable Rollover0 Comments

Is this is contradiction in terms? No, contributions to charity have been made easier through the IRA Charitable Rollover that is now permanent. Congress has extended the IRA charitable rollover and made it permanent. An individual can benefit in several ways. First, this rollover presents an easy way to help the causes you care the most about. With the IRA … Read More