The Viability of Sustainable Investing with Sam Adams

Category: Charitable Giving

Banner Feature Image (The Wealth Cast) Sam Adams

October 21, 2020  |  

The Viability of Sustainable Investing with Sam Adams

Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides. — Listen to the podcast here: Hello, and welcome to The Wealth Cast. […]

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December 15, 2015  |  

Give Smart – The Top 3 Things to Remember
Now is the time of year to be generous (and savvy about how you do it)

Key Takeaways Giving to individuals Giving to charity Easy ways to give At this time of the year, many people are moved to give to family and charity.  It makes us feel great and so many people benefit from our collective charity that it normally improves society. But, before you start writing checks to support your favorite causes, make sure you give smart. Let’s take a brief summary of the rules. 1. Giving to Individuals […]

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October 23, 2015  |  

Getting Charitable: The Basics of Donor Advised Funds

Key Takeaways Donor-advised funds have similar advantages to private foundations but require less time, money, legal assistance, and administration to establish and maintain. A donor can generally take an immediate income tax deduction for contributions, but may spread gifts out over months or several years. Many institutions provide these charitable vehicles. It’s that time of the year again.  As year-end approaches, we get many calls and questions about giving to charity.  A donor-advised fund offers […]

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April 2, 2015  |  

Oldies But Goodies

We dusted off two of our most popular blogs in honor of spring cleaning and tax season. Key Takeaways Having a system you trust to find all of your key records, quickly and easily is just as important as deciding which records to retain. Remember, you run the system; the system doesn’t run you. After gathering all of your important papers, divide them into 3 piles: an active file, dead storage, and items to discard. […]

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