Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...
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Randy A Fox, CFP®, AEP®
- Oct 28
Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market
Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...
Randy A Fox, CFP®, AEP®
- Oct 11
Rethinking Philanthropic Priorities During Downturns
Should high-net-worth donors rethink their charitable priorities when a recession looms? Should they reconsider where their dollars will...