The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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How literate are you when it comes to your finances? Brush up with these five basics.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.