Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
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TBA
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Sharing something of significance
Create a legacy that passes on so much more than money.
Estate & Giving
![Read](/-/media/rj/common/resources/estate/leave-a-legacy-that-goes-beyond-money.jpg)
![Read](/-/media/rj/common/resources/giving/charitably-minded-investors-can-satisfy-rmds-with-qcds.jpg)
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
The gift of philanthropic planning [INFOGRAPHIC]
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
![Read](/-/media/rj/common/resources/giving/the-gift-of-appreciated-stock-new.jpg)
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
![Read](/-/media/rj/common/resources/giving/give-wisely-to-maximize-your-charitable-impact.jpg)
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
![View](/-/media/rj/common/resources/giving/ideas-to-take-your-generosity-further-infographic.jpg)
Ideas to take your generosity further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving