Randy A Fox, CFP®, AEP®Jul 1, 2020Enough of the Zombie Philanthropy, AlreadyBut you knew that. Lately, the tag of “zombie philanthropy” has been applied to the increasingly popular Donor Advised Fund (DAF) category.
Randy A Fox, CFP®, AEP®Jun 17, 2020Little ThingsJust as we do in our day-to-day lives, as advisors, we need the best tools to help our client.
Randy A Fox, CFP®, AEP®Jun 17, 2020Featured Article on WealthManagement.com: No Better Time to Cover Your Ass(ets)Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world. Read WealthManagement.com article here.