CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and art Watch […]
Archives for June 2017
CHARITABLE GIVING HIT AN ALL-TIME HIGH. HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?
2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts.
What’s The Formula for Investment Longevity & Success? John Rogers Shares His Market Beating Approach
This page is here for technical reasons. Click here for the episode page.
WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH
Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers.
WATCH NOW…
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY Watch the related WEALTHTRACK episode.
ROGERS: TECH BOYCOTT
TECH BOYCOTT Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never […]