Giving season is squarely upon us, and during this time, many high-net-worth individuals look to make a meaningful impact while maximizing tax benefits—especially with nearly a third of annual giving ...

In the days leading up to Christmas 2018, the Williams family were told that their neighbor had passed away. He left behind a sack of 14 gifts for Cadi Williams to be opened each year on Christmas.

The S&P 500 index continues to plow ahead and make all-time highs. Each small pullback creates a new theoretical support area. The most recent is 6,700, which was the September high until that was ...