By Tag · Appreciated stocks
3 items in your financial closet that would make great charitable gifts
June 1, 2017
As summer approaches, many of us have already tackled those spring cleaning projects, but have you considered tidying up your financial closet and reviewing your philanthropic to-do list? Charitable gift planning can be approached in a similar way to reviewing your wardrobe—what assets do you own that may no longer be a good fit or could be put to better use? Donating these assets to a charity, like Duke, can allow you to make at real difference at a place you feel passionate about.
Here are three assets you may wish to consider donating as charitable gifts... Continue Reading ➜
Stock markets are at record highs
July 21, 2014
Bubbles are a great thing when my kids are taking a bath… but NOT when we are talking about investments and where we think things stand in the current economic cycle. As the old saying goes, “you can’t time the market,” but it certainly doesn’t hurt to take some cards off the table while the bulls are still running on Wall Street. Continue Reading ➜