Manny’s Market Outlook

First and foremost, I hope this note finds you, your families and loved ones healthy and well. These are trying times but we will get through this together. Social distancing is imperative right [...]

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Tips for Strategic Giving

The end of the year is a great time to ensure that you are using the right tools and techniques to maximizing your annual gifting program to family and philanthropy. This month, we discuss the [...]

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