As published in FiduciaryNews.comMarch 10 00:032020 by Christopher Carosa, CTFADepending on the state a 401k plan sponsor is operating in, they may be finding their employees can no longer work on-site. This is done with safety in mind. But, depending on the circumstances, it may have a negative impact on employees’ ability to retire in comfort. This is especially true if the employee is no longer eligible for a Read More
A Better Way of Giving
As published in Investment NewsEasy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk aboutMarch 22, 2020 By Mark Schoeff Jr Fortune 500 executive client of Dan Rinzema’s had a lot of appreciated stock on his hands and felt charitably inclined. So Mr. Rinzema, chief client officer at Greenleaf Trust, turned to a Read More
Investor’s Business Daily: When Your Client Is A Nonprofit Board, Woo Allies To Make Progress
As published in Investor’s Business DailyBy MOREY STETTNER 08:00 AM ET 03/20/2020Too many cooks in the kitchen can pose a problem. So can too many clients in your office.For advisors who work with nonprofit organizations, the board of directors often becomes the client. Trying to serve a diverse group of people — addressing all their concerns and satisfying all their preferences — can prove exhausting.Board Read More
US News & World Report: How to Protect Your 401(k) From the Coronavirus
As published in US News and World Report: MoneyBy Rachel Hartman, Contributor March 12, 2020, at 2:32 p.m Evaluate your current 401(k) balance and think ahead to stay on track during market fluctuations.FINANCIAL CONCERNS stemming from the coronavirus outbreak have rippled through the global economy. “The coronavirus has had an undeniable impact on the stock market, which extends to 401(k)s,” says Read More
Fiduciary News: 401k Plan Sponsors Fiduciary Duty in Light of Coronavirus Fear
As published in FiduciaryNews.comMarch 10 00:032020 by Christopher Carosa, CTFAYou can’t escape it. It’s all over the news. Every headline screams of it. Every story twists its way to mention it. You can be certain every 401k retirement saver is thinking about it, fearing what their next statement will reveal.Time will tell of the 2020 Coronavirus becomes a virulent that created long-term buying opportunities for Read More
Citywire USA: Women in Wealth: Building Personal Bonds with Clients
Citywire USA: Industry vets open California RIA with focus on philanthropy
As published in Citiwire USAJake Martin 02 October 2019, 09:16Fairlight Advisors will focus on serving the nonprofit space.Industry veterans Katharine Earhart and Maya Tussing have teamed up to launch Fairlight Advisors, an independent Belmont, Calif.-based RIA focused on serving philanthropic organizations and individuals.Earhart and Tussing most recently opened and led the San Francisco office for Alesco Read More
Press Release: Financial Services Veterans Launch Fairlight Advisors
FOR IMMEDIATE RELEASE Fairlight Advisors LLC Read More
