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Key Differences Between Charitable Gift Annuities and Endowments

There are several key differences between charitable gift annuities, or CGAs, and endowments, with one of the biggest being the investment objective of the assets, among others.

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Wealth Management

What to Know about Qualified Charitable Distributions

A qualified charitable distribution may be an efficient way to meet your philanthropic goals while also providing additional tax-related benefits.
2 min read
Corporate & Institutional

Water is a Hidden Risk for Business and Investors

The business risks associated with water should not be ignored. Companies need to consider water issues in any investment decision.
4 min read
Corporate & Institutional

Business Aviation Changes are Coming: Act Now or Pay the Price

Getting business leaders to meetings, conferences, and events around the world is vital for growing brand and making deals. But air travel can come with costs.
3 min read
Personal Finance

Thoughts About Money Mastery and Women

Being an independent woman means being in charge of your finances, too. Get tips from Patrice Washington on how to get started.
3:26 min video
Personal Finance

10 Tips Every Military Family Needs to Follow to Keep Their Finances Safe

Keeping your finances safe online and in real life is extremely important and can be a real challenge for military families when on the move.
4 min read
Small Business

4 Tips for Choosing a Business Credit Card Rewards Program

Rewards options can be so numerous and attractive that you might want help figuring out which card best fits your needs. Consider these four tips when making decisions.
2 min read
Personal Finance

Starting Your Career 101

3 tips to help you snag your first job and jump-start your career
2 min read
Small Business

Do's and Don'ts for Deciding How to Invest Small Business Profits

From creating a rainy day fund to making an acquisition, there are many options that depend on your financial position, strategy and risk tolerance.
1 min read
Corporate & Institutional

What To Consider Before Using A Recordkeeper’s Investment Funds

Defined contribution plan sponsors are facing a deluge of lawsuits.
3 min read
Corporate & Institutional

To Extend or Not to Extend

Many organizations have embraced extending the duration of their fixed income investments, but it seems there are some that are waiting for higher interest rate environments to make this change.
3 min read
Small Business

Process Improvement: It Works for Small Business Financial Management Too

The Theory of Constraints can apply to any business process – including financial management.
2 min read
Small Business

Preparing Your Farm’s Successor

For a family agricultural business, challenges of succesion planning are acute, as the business, family, and entire way of life are closely entwined.
3 min read
Wealth Management

Business Planning Opportunities After Tax Reform

The Tax Cuts and Jobs Act of 2017 contains business-related changes to the Internal Revenue Code. Learn the key provisions of the law, its impact on businesses, and opportunities for business owners.
11 min read
Corporate & Institutional

Uniform Prudent Management of Institutional Funds Act (UPMIFA) & Spending Policy

Considerations for establishing the spending policy of a nonprofit investment program
4 min read
Small Business

4 Reasons to Get a Business Credit Card

A dedicated business card can offer a wealth of benefits, especially if the card was designed with the small business owner in mind
2 min read