As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …
By Triston Hasty-Grant
What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …
By Paul West
There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …
By Paul West
For many business owners, a sale to a third party is their assumed exit path. Some business owners even start their businesses with the goal of finding a larger buyer with deep pockets, selling the business and retiring early. The potential to sell the business for cash draws business owner …
