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By the Author

LGBT Investors: Granted Equality. Seeking Opportunity.

Investment Management
LGBT Investors

In this investment insight, we explore: The financial implications of marriage equality. The link between wealth and confidence. How the LGBT segment is changing the investment world. According to recent estimates, the annual purchasing power of the LGBT community is $917 billion—slightly less than Hispanics ($1.3 trillion) and African Americans ($1.2 trillion), but greater than

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Charitable Giving and Tax Reform: What Does it Mean for Donors?

Wealth Planning
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Significant provisions of the House and Senate Tax Bills relevant to charitable donors.  The House and Senate Tax Bills have retained the charitable contribution deduction. However, the tax advantages of charitable giving would be impacted by rate reductions and changes to other itemized deductions and the standard deduction. Most of the provisions of the House

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Unlock Liquidity Solutions on Demand

Wealth Planning
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Your needs. Your assets. Your call. Power borrowing potential to your best advantage.  Securities-based lending can afford the opportunity to essentially free up available cash by using a portion of your eligible portfolio holdings as collateral. The liquidity accessed through securities-based lending can be used for a host of needs, ranging from asset purchases to

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