In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio,...
2020 has been an unprecedented year in many ways, including the amount of questions we have received from our clients regarding how the market...
In this episode of Ed’s Edge, Ed and James discuss the importance of balancing money, time, and health to live a fulfilling life. They...
