INSIGHT

Donor Advised funds (Part two)

Discover the benefits and eligibility criteria of Donor Advised Funds (DAFs) in this comprehensive guide! Whether you’re a philanthropist, looking to optimize your charitable giving, or seeking tax advantages, DAFs offer flexible solutions. Learn how individuals, families, and corporations can use DAFs to manage their donations efficiently.

Alex LaRosa, CFP®

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Our insights page is how we communicate our current thoughts and feelings about personal finance.  We regularly post about market trends, investment strategies, retirement planning, and social security in an easy to digest blog format.

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In this video, we break down everything you need to know about Donor Advised Funds (DAFs) – a powerful tool for charitable giving. Whether you’re a seasoned philanthropist or just starting your journey in charitable contributions, this guide will help you understand how DAFs work, their benefits, and how they can maximize your impact.

What You’ll Learn: What is a Donor Advised Fund? – Understanding the basics of DAFs and how they operate. Benefits of DAFs – Exploring the tax advantages, flexibility, and simplicity that come with using a DAF.

How to Set Up a DAF – Step-by-step guidance on starting your own Donor Advised Fund. Making Contributions – Insights on how to contribute to your DAF and the types of assets you can donate.

Grantmaking – How to recommend grants from your DAF to support your favorite charities.

Alex LaRosa, CFP®

In the high-stakes world of finance, the story of David vs. Goliath finds a modern parallel in Boaz Weinstein’s Saba Capital. Unlike the noble David of biblical lore, Weinstein’s motives are firmly rooted in profit. This aggressive activism, while financially beneficial for him and his investors, also has significant implications for shareholders in closed-end funds (CEFs), including our clients at Blue Bell Wealth Management.

Scott Miller, Jr.

As tax season approaches, I wanted to share some valuable tips to help you navigate the filing process with ease and confidence. Whether you’re a seasoned taxpayer or filing for the first time, these suggestions can make a significant difference in streamlining your experience and potentially maximizing your refund or minimizing your tax liability. 

Alex LaRosa, CFP®

The “great wealth transfer” is underway, with an estimated $70 trillion worth of assets expected to pass from the older generation to the younger over the next two decades. However, despite the anticipation of receiving an inheritance, a staggering 58% of adults feel ill-equipped to handle newfound wealth. In this blog, we provide essential financial tips to help you effectively manage inherited assets and turn this significant windfall into a lasting legacy.

Alex LaRosa, CFP®

Ebenezer Scrooge’s transformation in “A Christmas Carol” not only illustrates personal redemption but also mirrors the journey of an investor who discovers the profound impact of philanthropy through sophisticated financial planning. This journey can be paralleled with strategic charitable giving methods like Qualified Charitable Distributions (QCDs) and Charitable Remainder Trusts (CRTs).

Scott Miller, Jr.

Every year, the top strategists from Wall Street’s biggest banks make their predictions for the S&P 500. We like to compile these predictions along with some commentary and share them with you. Please take these with a grain of salt as many of them are wrong as often as they are right. This is purely educational and not meant to be portrayed as a “market call”.

Alex LaRosa, CFP®

To my valued clients,

As I sit down to write this Thanksgiving letter, which I’ve done for over 40 years, my heart is filled with gratitude, and I want to kick things off by wishing all of you a joyous and healthy Thanksgiving overflowing with happiness. You see, I consider myself one of the luckiest individuals in the world. From a very young age, I chose a career that has not only been immensely fulfilling but has also been a source of unending happiness.

Blue Bell Private Wealth Management

In the world of personal finance, there is a phenomenon that holds the power to turn small investments into substantial wealth over time. It’s called compounding growth, and it’s the secret ingredient that can supercharge your financial future. The key to unlocking this magic lies in starting to invest early in life. In this short blog, we’ll explore the wonders of compounding growth and why getting started sooner rather than later is crucial for building a solid financial foundation.

Jon Sobotkin

Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.

J. Scott Miller

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