Thought leadership for thoughtful people.
In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.
Equity markets have set and reset new all-time highs in recent months, but one of the most interesting (and constructive) developments behind this summer’s rally has been its breadth.
Investors are told that while bond market returns have historically been roughly half the gains recorded in equity markets, it is prudent to maintain exposure to these safe, income-generating assets because they serve as a ballast to portfolios in more turbulent times.
In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.
Equity markets have set and reset new all-time highs in recent months, but one of the most interesting (and constructive) developments behind this summer’s rally has been its breadth.
Investors are told that while bond market returns have historically been roughly half the gains recorded in equity markets, it is prudent to maintain exposure to these safe, income-generating assets because they serve as a ballast to portfolios in more turbulent times.
Over the years, I have been part of many conversations with families considering meaningful charitable commitments. Often, their intention is clear. They care deeply about the causes they support, and they want their giving to reflect both gratitude and responsibility. The question is not…
In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.
Over the years, I have been part of many conversations with families considering meaningful charitable commitments. Often, their intention is clear. They care deeply about the causes they support, and they want their giving to reflect both gratitude and responsibility. The question is not…
Should philanthropic clients make significant charitable donations in their lifetimes or in their estates?
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