Planned Giving Goes Further

by Ali Elnajjar on May 3, 2019

Finance, Tax Planning
Before giving a gift, take some time to familiarize yourself with the different giving options available. If you do have significant assets you wish to give, it

Financial Designations

by Ali Elnajjar on Mar 18, 2019

Finance, Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

Top 10 Financial Terms

by Ali Elnajjar on Sep 4, 2018


If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their

All Donations Are Not Created Equal

by Ali Elnajjar on Sep 4, 2018


Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both donors and charitable organizations. The

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