From the Wall Street Journal: What do the bull market, booming mergers and acquisitions, and possible changes to the tax laws have in common? They all signal that it is … Read more
Raised Healthy, Wealthy, and Wise: Lessons from Successful Inheritors on How They Got That Way Coventry Edwards-Pitt (BP Books, 2014);Â Reviewed by Sara Finkelstein Order from 21/64 and Amazon. At 21/64, … Read more
From the New York Times: According to the most recent statistics, the number of family foundations like the Cordes Foundation has exploded since 2001. There are now over 40,000 family … Read more
This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for … Read more
This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for … Read more
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