President Joe Biden’s proposed tax-law changes have many investors wondering about how to adjust their portfolios to minimize the impact. In addition to potential increases in income tax rates and the ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

The Matthew Perry Foundation is using a donor-advised fund to create a legacy in the late actor's name. Experts say the strategy is not just for the rich and famous. A donor-advised fund may help ...

Donor-Advised Funds (DAF) are a convenient way to simplify your charitable giving to NPCA. DAFs are the fastest-growing giving method and a tax-efficient way to manage your charitable donations. They ...

In recent years, we’ve seen a seemingly never-ending stream of tragedy in the news—most recently Hurricane Ian devastating communities across Florida. And 2022’s market volatility and rising inflation ...

Vanguard is expanding the case for financial advice beyond investment performance with new research quantifying the emotional and time-related benefits clients experience when working with an advisor.

Susan Dziubinski: I'm Susan Dziubinski with Morningstar. The Biden administration's proposed tax law changes includes a proposal to limit the step-up in basis for inherited assets. And that's leading ...

Financial advisors and charitable-minded clients can tap into tax savings through donor-advised funds when balancing portfolios, making regular gifts and after windfalls, according to an expert. The ...

Seeking guidance from a financial advisor matters. That’s the conclusion of a study by TIAA Institute and TIAA Wealth Management that shows those receiving advice have a 14- to 19-percentage-point ...

Large shares of grants that donor-advised funds distributed from 2014 to 2018 supported educational and religious nonprofits. That’s what we found in one of the first studies of its kind regarding the ...

SACRAMENTO — The $1-million donation came as the COVID-19 crisis was unfolding, a charitable gift given on behalf of Gov. Gavin Newsom last year. But unlike with other so-called behested payments, ...