FEB 2020: U.S. Stocks Recorded Solid Gains
Submitted by The Blakeley Group, Inc. on February 17th, 2020New challenges arise as our parents age—and as we enter our golden years, too.
New challenges arise as our parents age—and as we enter our golden years, too.
NOTE: Areas with blue text show the most recent market updates since the last Capital Highlights email.
Too many charitable individuals and families may not be taking steps to make their giving as impactful as it could be. They may also be missing out on valuable tax advantages. Find out how to be philanthropic in ways that boost the benefits to your favorite charity—and to your bottom line. Read Charitable Giving, the Tax-Wise Way to learn more.
Private foundations can be great tools for affluent individuals and families to use for their charitable giving. But there are important factors that often get ignored when setting up and running a private foundation.
NOTE: Areas with blue text show the most recent market updates since the September Capital Highlights email.
The very big picture:
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.