Embracing the Complete ‘Why’ of Philanthropy for Maximum Impact
Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism.
by Michael J. Nathanson, Craig S. Jones, Indrika ArnoldWorth asked RIAs and financial advisors what they’re advising their clients to do right now. Here’s what they had to say.
by Justin Charise, CFP®, Michael J. Nathanson, Brian D. Holmes, Lyle B. Himebaugh III, Dawn DoeblerA general guideline is to invest no more than 25 percent of an overall equity portfolio in thematic funds, with a maximum allocation of 10 percent to any one theme.
by Marshall Rowe, Brian Presti, Jason Blackwell"Without properly understanding their complete tax picture, executives may find themselves facing a surprise tax bill and a lack of available cash to cover their liability.
by Elisabeth Talbot, Matthew C. Ilteris, Nan VladDisclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2023 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.