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Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 28, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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Thanksgiving is About Family

By Cary Stamp | November 18, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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MEET THE TEAM:
Liz Bradley
Executive Assistant

By Julie Weinberg | November 4, 2019

Calendars, Antiques, and Loved Ones Anyone who’s trying to get in touch with Cary Stamp knows all roads go through Liz Bradley. Liz has been Cary’s executive assistant for more than two years and is charged with managing his schedule. “His calendar is demanding,” she said, noting the challenge of “dealing with different time zones”…

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