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Recent Posts
- Tough Times: Nonprofits Will Not Survive On Well Wishes Alone
- Higher Taxes Won’t Affect the Stock Market, But Will Affect Your Financial Goals
- Nonprofit community has a friend in Fragasso Financial Advisors
- Advising for life, not just assets
- Politics Will Largely Determine the Economic Course for 2012
Archive
Author Archives: Daniel Dingus
Is Your Foundation or Endowment Vulnerable?
Some time ago, I blogged about the personal liability that comes with a nonprofit board position. I talked about how, with the recent market turmoil, board members have faced litigation. Individuals have sued because they believed the foundation’s endowment’s investment … Continue reading
Posted in Endowment, Foundation, Uncategorized, liability
Tagged endowment, foundations, volatility
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Have you thought about personal liability when joining a nonprofit board?
The short answer is you need to understand what that commitment exposes you to. Joining a board of a nonprofit is an important step in assisting a worthwhile cause and promoting the social benefits it offers the community. It is … Continue reading
Posted in IRS, non-profit
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College Expense Planning – 529s
A 529 College Savings Plan is an investment program designed to assist individuals with a more effective means to save for future college costs. The benefits of a tax-advantaged savings vehicle permit earnings in 529 College Savings Plans to be … Continue reading
IRA Charitable Distributions
Thanks to the Tax Relief Act of 2010, Congress extended the ability to make direct qualified charitable distributions (QCDs) from your IRA, in amounts up to $100,000 by IRA owners who are at least age 70½ years of age through … Continue reading
Follow the Money – Update
On September 2, I wrote on The Fragasso Blog an article titled “Follow the Money”, whereby I explained the current state of the bond market and the staggering inflows of money into that sector. At the time, the yield on … Continue reading
Posted in 401k, Advisor, Economy, Financial Advisor
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Curious Will: An Interview with Will Danoff
Fragasso Financial Advisors is fortunate to have access to many of the top investment professionals providing a level of analysis not typically found with all investment firms. Recently, we interviewed 23 year veteran Portfolio Manager Will Danoff responsible for over … Continue reading
Posted in Advisor, Financial Advisor, Financial Planning, Investing
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The Appeal of Dividends
“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” John .D Rockefeller I believe John D. Rockefeller said it best. Philosophically, dividend-paying companies tend to be reliable, sound investments for the long … Continue reading
Posted in Dividends, Investing, Uncategorized
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Follow the Money
There are a number of signals and patterns in the world’s financial markets, but one in particular that we track is money flows into particular asset classes of the markets. According to J.P Morgan Asset Management1, in the two year … Continue reading