A New Era Of Sustainable Investing

A New Era of Sustainable Investing

I’ve been thinking a lot about Costa Rica and Iceland these days — and not because of the stark contrast in their climates. These two countries, which are literally almost polar opposites, actually have a common tie within the investing world: They…

State Tax Issues Still Limit Successful Business Growth

State Tax Issues Still Limit Successful Business Growth

New Jersey lawmakers surprised everyone in late 2016 when, as part of the state gas-tax bill, they also agreed to phase out and repeal New Jersey’s onerous estate tax. The abolishment of the estate tax is the state’s most significant…

1Q 2017 Quarterly Investment Letter

1Q 2017 Quarterly Investment Letter

The period just after the beginning of a New Year is traditionally a good time to reflect on and be grateful for the past year. Financially speaking, 2016 was a good year for stocks and a decent year for bonds.…

Notes From A Storytelling Conference

Notes from a Storytelling Conference

I recently attended the Nonprofit Storytelling Conference in Chicago in search of speakers and content for our upcoming Neighborhood Nonprofits Symposium.  There were over 600 attendees from across the US and around the globe, with a wide diversity of mission…

It’s Not Too Late For Year-End Tax Savings

It’s Not Too Late for Year-End Tax Savings

As excitement around the holiday season and the possibilities of 2017 fall upon us, shopping, baking, and decorating take the forefront.  The annual chaos makes it easy to push aside any thoughts pertaining to financial planning.  However, with the change…

What All Business Owners Should Be Aware Of And Thinking About

What All Business Owners Should Be Aware Of And Thinking About

It’s natural for business owners to be focused on the daily operations of their company, and not think about transitioning out of their business until they are actually ready to proceed.  Working with mid- to small-businesses owners every day, I…

Funding Your Charitable Goals With Your Business

Funding Your Charitable Goals with Your Business

Authors: Matt Masterson and Brent Beene Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct those funds to their favorite charities.  In addition to contributing public securities or cash, investors can…

Explaining The Social Security Earnings Test

Explaining the Social Security Earnings Test

Social Security is an excellent source of retirement income for individuals and is generally incorporated when creating a retirement plan.  However, it comes with a number of limitations.  One of the larger limitations is an earnings cap, which places a…