It’s November, a time for giving! As we speed towards the end of the year it is important to think about your philanthropic goals and assess different charitable donation strategies. In this episode, we will discuss how Stonebridge works with clients to identify their charitable donation strategy.
Disclosure: The views expressed here reflect those of the speakers as of 11/16/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.