Randy A Fox, CFP®, AEP®Apr 25Featured Article WealthManagement.com The Advantages of Gifting Non-Cash AssetsIn this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...
Randy A Fox, CFP®, AEP®Apr 25Creating a Gateway for GoodInterview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®Jun 21, 2022Featured Article on WealthManagement.com: Let's Get Real About Charitable IntentionsIt's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...
Randy A Fox, CFP®, AEP®Mar 14, 2022Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised FundDoes it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...