Library

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » When is Grouping Donations a Smart Strategy for Donors?

March 06, 2019 | Tax Planning

We’re commonly asked: Is grouping donations a realistic strategy for small donors or is it a strategy for major donors who can afford to make a donation of several thousand dollars in one tax year? Is there a target annual income level that is likely to be able to use this strategy? The strategy …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » 2019 Contribution Limits: What You Need to Know

February 26, 2019 | Tax Planning

As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …

Markets & Economy » Your Questions, Answered

February 21, 2019 | Investment Themes

2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …


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