✨ Provide Financial Benefits While Creating a Lasting Legacy ✨
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✨ Simplify Your Contributions While Maximizing Benefits ✨
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Gratefully, none of our California clients have been directly impacted by the recent fires. Our hope is that this holds true for them and their loved ones
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✨ Sustaining Impact Beyond Your Lifetime ✨
Want your giving to stand the test of time? Future-proofing ensures your impact lasts for generations.
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The S&P 500 closed 2024 with 57 record highs and an annual gain of 23.3%, marking a remarkable achievement for U.S. equities. For the first time since 1998, the
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✨ Building Generosity in the Next Generation ✨
Wondering how to pass on the spirit of giving to your kids? Philanthropy isn’t just a lesson—it’s an experience.
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✨ Transforming Generosity Through the Art of Storytelling ✨
Giving isn’t just about writing checks—it’s about inspiring change. What if the story of your giving
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Ready to take your giving to the next level? Let’s dive into why aligning family values with your charitable goals is the ultimate way to leave a legacy that
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Now that the election is over, what will the new administration prioritize in the new year?
Take a look at a few things we’re watching in the months ahead.
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This Giving Tuesday, let’s dive into how you can ensure your philanthropic efforts leave an enduring impact for generations to come.
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Why did the Federal Reserve cut rates? Learn more here.
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It’s been a wild August for markets. Let’s review.
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