The largest tax reform package in decades is already shaking up philanthropy. The latest from Fidelity Charitable’s Pamela Norley.
Plus, during public television’s pledge drive we revisit the appeal of dividends with Great Investor Hersh Cohen, and share his updated list of Dividend Compounders.
RECENT PROGRAMS
TAXING CONSEQUENCES: WHAT YOU NEED TO KNOW
It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul effort now with huge implications for many. In an exclusive follow-up discussion with EY’s Elda Di Re, we tackle the possible ramifications and actions to consider before year-end.
RETIREMENT EXPERT KRISTI MITCHEM: WHY FINANCIAL PLANNING MAKES MILLENNIALS AND BOOMERS HAPPIER
Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness.
BOND INVESTOR KATHLEEN GAFFNEY: WE ARE AT AN IMPORTANT INFLECTION POINT WITH MAJOR REPERCUSSIONS
Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns.
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KEYS TO INVESTMENT SUCCESS WITH DENNIS STATTMAN, CO-FOUNDER BLACKROCK GLOBAL ALLOCATION FUND
Great investor Dennis Stattman recently retired from running the award-winning BlackRock Global Allocation Fund after launching it nearly 30 years ago. He’ll share his investment lessons learned and how to apply them now.
FACTOR INVESTING GURU MATT PERON SAYS A FACTOR-BASED APPROACH IS A BETTER WAY TO INVEST
Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time.
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