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Strategies for Smarter Giving

With Americans contributing about $592 billion to charitable organizations in 2024, it is clear that charitable giving remains a powerful way to support the causes that matter most.(1)

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Record Charitable Giving in 2024

U.S. charities received a record $592.50 billion in 2024, an increase of 6.3% over 2023, driven by a strong stock market and healthy economy.

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Closed-End Funds Could Help Boost Investment Income

Most mutual funds are open ended, which means that the investment company can issue and redeem fund shares to meet investor demand.

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Beneficiary Designations: Who Gets the Money?

The end of the year is a time when families often gather together.

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Finish the Year Strong by Considering These Tax Moves

As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.

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