With equity markets nearing bear market territory, investors may wonder if they (or their advisor) could have done something to anticipate such a setback.
In 2019, Brighton Jones donors allotted $13 million to donor-advised funds and made $10 million in grants, hitting a payout rate of 77 percent.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?