Complementing your portfolio with alternative investments

Charitable Giving Donor advised fund

ONE OF THE MOST POPULAR GIVING OPTIONS TODAY

Similar to a private foundation, a donor advised fund (DAF) provides an immediate full tax benefit and lets you donate to your favorite charities, but with less expense and setup.

Nontraditional Assets Can Complement a Diversified Portfolio

For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
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Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

Tim S. Smith

 

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