Resources

It’s been a solid year for most investors. For those who are charitably inclined, this holiday season could be a good time to share your good fortune and consider gifting to the family members, friends and causes you care about. It’s also the time of year when our clients are looking ahead to tax season and are asking about ways to give both thoughtfully and tax-efficiently. 

Keeping New Year’s resolutions can be daunting, especially when it comes to finances. Dustin Smith says there are some small steps you can take that will make a big difference. 

After a tough 2020, many are not able to support their favorite charities the way they’d like. Dustin Smith offers alternatives to a cash gift for the charitably inclined. 

This holiday season, you might be thinking of giving more than the usual presents. Dustin Smith talks about larger gifts and what you need to know. 

This is the season of giving, but it pays to give smart. Dustin Smith offers some advice for choosing the right charity and making sure every dollar counts.