Wealth Management Daily Memo

MAY 20, 2019

PHILANTHROPY

Philanthropic Community Singing the Varsity Blues

Christopher Woehrle

Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned.

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ETFS

Catching A Great REIT Wave

Brad Zigler

It’s been a good ride. And it may not be over.

SPONSORED CONTENT

Opening the Doors to China's Markets

Sponsored by VanEck

Opportunities for investors to gain exposure to China’s markets are growing.

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WEALTHCASTS

Seven Things Advisors Need to Know About Succession Planning

Mindy Diamond

Actionable advice for all advisors – no matter what stage of your career or whether you’re seated at a wirehouse or are an independent business owner – with Louis Diamond.

SPONSORED CONTENT

Podcast: Get Equipped to Create Your Succession Plan

Sponsored by United Planners

In this podcast, uncover steps that you can take to inch closer to having your complete succession plan.