Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact Giving
There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...
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Randy A Fox, CFP®, AEP®
- Apr 25
Creating a Gateway for Good
Interview 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®
- Jan 20
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
Randy A Fox, CFP®, AEP®
- Oct 28, 2022
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®
- Sep 21, 2022
Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...
Randy A Fox, CFP®, AEP®
- Aug 15, 2022
How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has
Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.
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