Year-End Tax Planning: Get More Bang for Your Charitable Buck

During this season of giving, many take the opportunity to make annual gifts to deserving nonprofits. Here’s what you need to know about the tax implications of your charitable donations. When it comes to charitable giving, Americans are generous, donating hard cash, appreciated stock, even art. Last year, we collectively gave a record-setting $375.25 billion […]

Susan B. Noyes on CNBC: Invest in Companies With Social Impact Too

Susan B. Noyes, Founder of Make It Better Media, was a guest on CNBC’s “Closing Bell” on July 29. During the Retail Investor Roundtable, Noyes told co-hosts Kelly Evans and Bill Griffeth that she is putting her money into companies that have a positive impact on their communities and the world — a concept that is central to Make […]

Video: So You Think You Know the Stock Market?

Research has shown that 75 percent of women want to know more about money and investing, but aren’t talking about it. Fidelity’s 2015 Money Fit Study found that eight in 10 women confess they have refrained from discussing their finances with those they are close to. The study also shows that lack of confidence — or […]

Smart Money Guide: How to Plan Your Financial Future

When it comes to managing, investing and budgeting money, a little bit of planning and some advice from financial experts can go a long way. Take a look at our Smart Finances Guide below for tips and other advice that can help you plan your financial future accordingly. Interested in learning more and making savvier financial decisions? […]

Charting a Course for Family Giving

Affluent families have long supported the notion of giving back to society as a way of expressing appreciation for their good fortune. Nurturing a tradition of family giving — of both assets and time — may bring a family closer together and develop a shared value system that can be passed down to future generations. Identifying Your […]

Why Organic Farming is a Top Choice for Socially Conscious Investors

Sometimes, investing in the stock market can feel so nebulous — where is your money really going and how is it being used? Dave Miller, a former finance and real estate executive, started seriously pondering those questions about a decade ago after he purchased some farmland in Iroquois County, Illinois. He converted the land to […]

Mesirow Financial’s New Strategy: Make Money While You Change the World

Steven Mesirow, grandson of Norman Mesirow, founder of the eponymous Chicago-based financial firm, is honoring the values he inherited from his grandfather in an innovative way. Mesirow says his grandfather espoused three key management principles: Be good to your employees; Treat your customers how you would like to be treated; Give back to your community. […]

Get Your Finances in Order With These 7 Apps

There’s no way around it — managing your personal finances is stressful. From 401Ks and Roth IRAs to credit reports and investment portfolios, there is a lot of information out there — none of it easily digestible. These seven apps make everything from budgeting to tracking spending to investing manageable, no matter what your knowledge […]

Get Your Finances in Order With These 7 Apps

There’s no way around it — managing your personal finances is stressful. From 401Ks and Roth IRAs to credit reports and investment portfolios, there is a lot of information out there — none of it easily digestible. These seven apps make everything from budgeting to tracking spending to investing manageable, no matter what your knowledge […]