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The Kids Are Alright: The Rise Of The Millennial Workforce

If you’re a Baby Boomer, prepare to be outnumbered! In fact, it’s too late. You are already in the minority. Millennials are now the largest generation in the U.S. labor force, says the Pew Research Center based on analysis of U.S. Census Bureau data. Millennials are defined as those born 1981 to 1996, or those aged […]

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Magical “Night Of Literary Feasts” In Fort Lauderdale

How often do you get to have a great time, raise money for a good cause, and actually improve your mind at the same time? It was my favorite event last Saturday – the Night of Literary Feasts in Fort Lauderdale which brings together sixteen published authors of all genres – history, thrillers, fiction, wellness […]

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Thank You For Helping The Kids!

We wanted to share the wonderful letter we received from the Florence Fuller Child Development Centers saying a big “thank you” for all the holiday toys! Those gifts were donated by all our generous clients and friends and dropped off at our Holiday Party in December. (Some clients also made very thoughtful cash donations to support the […]

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Quote Of The Week: Why Charities Fear The New Tax Bill

“The new tax code further reduces the privileged status of charitable gifts, treating them the same as purchases from Walmart for the vast majority of taxpayers.” Todd C. Frankel, “Charities fear tax bill could turn philanthropy into a pursuit only for the rich,” The Washington Post, December 23, 2017 The Takeaway: Charitable gifts will still […]

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Toys For The Kids!

Thanks to all the generous guests at our Holiday Party yesterday, we have a tree-full of gifts to take to Florence Fuller Child Development Centers for the kids! Thanks to all! You’ve helped make this a happier season for many children!

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Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream

There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s  Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]

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Want To Invest With A Social Conscience? Here’s A Great Success Story.

Some of our clients are firm believers in investing with a conscience, and choose to put their money where their mouth is. They’ve asked us to identify investments that reflect their values, like protecting the environment, advancing gender equality, or supporting community engagement. Socially responsible investing (SRI) has definitely come of age, now capturing one-fifth of all funds professionally managed […]

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Life On The Water, Fort Lauderdale Style

There are few things more beautiful than an evening on the Intracoastal. Most of us don’t get to enjoy these magical views every night, but last Saturday I was one of the privileged few spending the evening dining al fresco at a private home in Fort Lauderdale’s Harbour Beach, with a view of the iconic […]

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The Gift Of Giving

Thanks to many clients just like ours, Schwab Charitable donor-advised funds facilitated $1.5 billion in grants to over 61,000 different charities in 2016. Yes, that’s “billion” with a “b”. Ours is a very giving nation. Giving through donor-advised funds like Schwab Charitable or through community foundations working with your neighbors can be a great way to […]

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Cuba: 90 Miles Away And Getting Closer By the Day

What is it like inside Cuba today? Our former colleague Lisa Green just returned from a People-to-People visit to Cuba, so we asked her to share some of her experiences and photos with us, and with our clients who are interested in Cuba or planning to visit over the coming year. As a refresher, Americans are not […]

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