Implementing a planned giving program can be overwhelming and costly. But it's important to let your donors and constituents know you are open for business and ready to accept charitable legacies through bequests and beneficiary designations. Learn more.

From an early age, we learn the fundamental principles of gathering and accumulating. Yet, most individuals and families in the U.S. freely give away their assets to support others. Here's a deeper dive into who, how, and why people give, along with some commonly held philanthropy myths and who benefits from the generosity.

Behavioral biases can cause your investing strategy to get out of sync with your risk tolerance and goals. One common financial behavioral bias is rationalizing poor past decisions. Learn how to recognize when this and other biases have crept into your thinking.

Small Business owners invest a great deal of time, energy and money into their business, and it can easily be the largest portion of their investment portfolio. All too commonly, business owners direct the lion’s share of their effort toward day-to-day activities of the business and fail to capitalize on the value that they have worked so hard to create in preparation of retirement. However, with a well-thought-out succession plan business owners have an increased level of control over their own future as well as the future of their business.

Keeping secrets and lying to your partner about your spending habits can make any relationship go very wrong. It's officially called financial infidelity, and if gone unchecked can quickly spiral out of control. Learn the signs of financial infidelity and ways to overcome it.

2020 continues to be one of the most unpredictable years in memory, as markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases, as stocks rallied thanks to a combination of an even more accommodative Fed policy, hopes for a COVID-19 vaccine, and a stronger-than-expected economic rebound, before markets declined moderately from those highs in mid-September.

Smart Family Finances to Improve Your Money Decision-Making

Editor’s Note: This is the first part of a series of blogs that talk about Smart Family Finances and ways to improve decision-making regarding your money.

An invaluable financial habit for all stages of life is regularly setting time aside to contemplate a future, measure and assess one's current situation, and consider plans to accomplish goals. Let's call this a habit of assessment. Without this deliberate habit, tomorrow is more likely to become yesterday with little being accomplished.

Your bonds are facing challenges not seen in our lifetimes – historically low interest rates have benefitted current bondholders as their prices have risen sharply in value; but the low current rates leave bonds exposed to losses, assuming rates rise in the future. Wondering if you should sell your bonds? Here are some strategies to consider.

Vintage cars are among the types of illiquid assets that can add considerable value to your portfolio. It's important to discuss these assets and other types of collectibles you may own with your financial advisor.