As a young corporate tax lawyer, I never gave a moment’s thought to portfolios — mine or anyone else’s. October 1987, found me with my head buried in the Tax Code, vaguely aware of market turbulence, blissfully unaware of the consequences.
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The financial crisis wreaked havoc on David Edwards’s company…and life. As he watched his firm’s assets shrink by 50%, his endocrine system flew into disarray, and he wondered whether he was cut out for this job, this industry, this world.
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Randy Kaufman, wealth advisor, recently co-hosted a Webinar with Attorney Shannon McNulty on “Tax Tips for Charitable Giving.”
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Giving away money is easy. But giving well is hard. Giving in a way that has a real, positive impact — even harder. As Dale Carnegie famously said, “It is more difficult to give money away intelligently than to earn it in the first place.”
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