money

7 02, 2017

Charitable Moves You can Make with Your IRA
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Charitable Moves You can Make with Your IRA

Financial Planning, Tax Management

Charitable Moves You can Make with Your IRA

By Risley Sams, CFP® CPWA®|2020-04-27T17:19:30+00:00February 7th, 2017|Financial Planning, Tax Management|Comments Off on Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name, Individual Retirement Account (IRA). What most people don’t know is that you can make charitable donations directly from your IRA and that it may reduce [...]

22 08, 2016

The World’s Money is Being Managed by People with Completely Unrealistic Expectations
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The World’s Money is Being Managed by People with Completely Unrealistic Expectations

Economics, Investing

The World’s Money is Being Managed by People with Completely Unrealistic Expectations

By Colby Davis, CFA|2020-04-27T17:19:49+00:00August 22nd, 2016|Economics, Investing|Comments Off on The World’s Money is Being Managed by People with Completely Unrealistic Expectations

State Street recently published a survey of the return expectations and strategies being used by institutional investors around the world (h/t Flirting with Models). The respondents were a sample of over 400 money managers representing pension funds, insurance companies, foundations, endowments, and other major pools of institutional wealth. Though the [...]

money

Charitable Moves You can Make with Your IRA

Charitable Moves You can Make with Your IRA

The World’s Money is Being Managed by People with Completely Unrealistic Expectations

The World’s Money is Being Managed by People with Completely Unrealistic Expectations

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