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What’s the Difference: Donor Advised Funds vs. Private Family Foundations

When starting your philanthropic journey, it is just as important to plan how you are going to give as it is to decide the cause you want to support. Understanding the difference between a Donor Advised Fund and a Private Family Foundation, and deciding which is right for you, is a great starting point for this journey.

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Active Investment Management in 2024

When it comes to investing, one of the key decisions investors need to make is whether they want to utilize an active or a passive investment management strategy. Understanding the differences between these two approaches can help investors make informed decisions that align with their financial goals and risk tolerance.

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Do You Need Real Estate to Build Wealth?

Real estate has long been considered a key foundation of building wealth, and for good reason. While you do not need real estate to build wealth, it can be beneficial to include it in your portfolio— whether that be by investing directly in individual properties, or investing in Real Estate Investment Trusts (REITs). Investing in real estate can offer numerous benefits that contribute to long-term financial growth and stability.

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