President Joe Biden’s proposed tax-law changes have many investors wondering about how to adjust their portfolios to minimize the impact. In addition to potential increases in income tax rates and the ...

The Matthew Perry Foundation is using a donor-advised fund to create a legacy in the late actor's name. Experts say the strategy is not just for the rich and famous. A donor-advised fund may help ...

In recent years, we’ve seen a seemingly never-ending stream of tragedy in the news—most recently Hurricane Ian devastating communities across Florida. And 2022’s market volatility and rising inflation ...

For nearly 20 years, Jim and Karen Ansara in Essex have donated at least $1 million a year to causes ranging from building homes for the poor to aiding Haiti. But the Ansaras, who owned Shawmut ...

Vanguard is expanding the case for financial advice beyond investment performance with new research quantifying the emotional and time-related benefits clients experience when working with an advisor.

Financial advisors and charitable-minded clients can tap into tax savings through donor-advised funds when balancing portfolios, making regular gifts and after windfalls, according to an expert. The ...

Seeking guidance from a financial advisor matters. That’s the conclusion of a study by TIAA Institute and TIAA Wealth Management that shows those receiving advice have a 14- to 19-percentage-point ...

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. Donor-advised fund administrators are public charities ...