Summer Reads and Listens for Professional Advisors
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and Financial Advising.
Our expert team of gift planners work hard to stay on top of the latest news and trends when it comes to giving in order to provide you and your clients with the best resources. Here are just a few of their favorite articles on the CARES Act.
CARES Act - Relevant Tax Summary from The National Law Review
Hosted by a certified financial planner and investor, Investing Sense discusses the best ways to understand today’s financial and retirement landscape.
Planet Money by NPR
This podcast provides a laid-back approach to insights on the economy.
The Daily by New York Times
Get all you need to know about what's happening in the world today in two minutes flat. This daily soundbite is hosted by Michael Barbaro.
To learn more about our staff recommendations, check out some of our previously recommended podcasts for professional advisors.
New Charitable Giving Rules to the SECURE and CARES Acts Offer Clients New Tax BreaksLearn More
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Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.Learn More