Webinar – The Year in Review And a Look Ahead
Discover a variety of financial planning ideas for 2022 and beyond.
Top 10 Content of 2021
Here’s a look back at our most-read, watched and listened to content of 2021. From changing jobs to estate planning, these stand-outs are a great indicator of the major themes we saw in the industry as a whole.
Cryptocurrency 101: Understanding the Basics
The rise in the price of bitcoin and other cryptocurrencies has piqued the interest of investors, financial advisors and the media alike. But what really are they? Here are some things to consider before investing.
IPO Investment: Can You Handle the Risk? – Daily Flash Briefing
Though a risk, investing in an IPO you believe in can lead to significant reward. Here's what Wealth Advisors Marc Bautis and John Williams think about the topic.
How to Balance Charitable Interest With Action – Daily Flash Briefing
Want to get involved in charitable giving but not sure where to start? In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly offers advice for balancing interest with action.
Trending in Charitable Giving: Donor Advised Funds – Daily Flash Briefing
In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly explains the philanthropic trend of donor advised funds.
Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly
Discover how to transform your charitable giving to catapult your impact.