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Comparing Traditional to Evidence-Based Investing

EBI makes use of the best evidence currently available for the initial design and implementation of an investment portfolio as well as for subsequent ongoing management of that portfolio. Compared to the normal methodologies, EBI could be a huge and beneficial change to an individual’s investing strategy.

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How to Make the Most of Your Donor Advised Fund

Donor Advised Funds (DAF) are one of the fastest growing vehicles for charitable giving. If you have established your DAF and have contributed to it, then you should determine what method to use in setting the annual grant amount each year. Have a plan, but be flexible enough to change if needs mandate.

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