skip to Main Content
0 min read
Deciding Between A Donor Advised Fund (DAF) And A Private Foundation

Deciding Between a Donor Advised Fund (DAF) and a Private Foundation

When establishing a significant charitable account, our clients will often weigh the advantages and disadvantages of opening a Donor Advised Fund (DAF) versus establishing a Private Foundation.  While both vehicles provide a way for individuals to fulfill their charitable desires,…

Why Avoiding Overconfidence Is Critical To Investing

Why Avoiding Overconfidence is Critical to Investing

If you’ve ever played poker, you may have heard this: The worst mistake you can make when playing poker is to assume you are the smartest person in the room. Pokers experts say that overconfident players often predict they have…

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…

Back To Top