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Vanguard, Schwab Charitable donors keep giving despite stock sell-off
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At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.
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The Benefits of ‘Wise Selfishness’
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Selfishness gets a bad rap — which, for the most part, is richly deserved.
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Tax-loss harvesting produces bumper crop of charitable cash contributions
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Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.
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Six Questions to Ask About a Charity
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How to help your clients invest their philanthropic dollars in a charity that will last.
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January is the new December for charitable contributions
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Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
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How Financial News Gets It Wrong
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Beware of headlines that claim to explain markets
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10 top scams targeting seniors
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Frauds perpetrated against senior citizens are estimated to cost victims $2.9 billion each year.
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Retail Investor Survey 32-2023 FFTSE Russell
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Index strategies: 2023’s untapped opportunity
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Retail Investor Survey - Index strategies - 2023 Russell Summary
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The findings reveal surprising gaps in retail investors’ understanding of index-based investing for those not investing, with the number one barrier being lack of knowledge.
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Dalbar QAIB 2023 - Investors are Still Their Own Worst Enemies
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This research series studies investor performance in mutual funds. Its goal is to shed light on how investors can improve portfolio performances by managing behaviors that cause them to act imprudently.
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