Answers & Observations

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.

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.”