How to Stretch Charitable Dollars

December 8, 2015

Senior Investment Advisor Chris Wheaton discusses how he helps his clients drive down the cost of giving by donating long-term capital gain property though Schwab Charitable accounts. Watch the video.

 

THIS POSTING DISCUSSES BROAD INVESTMENT PRINCIPLES AND IS INTENDED FOR INFORMATIONAL USE ONLY. THE INFORMATION CONTAINED HEREIN DOES NOT PROVIDE INVESTMENT ADVICE, SHOULD NOT BE CONSTRUED AS PERSONALIZED INVESTMENT ADVICE AND IS NOT AN OFFER TO SELL A SECURITY OR A SOLICITATION OF AN OFFER, OR A RECOMMENDATION, TO BUY OR SELL A SECURITY. THE STATEMENTS, INFORMATION AND OPINIONS CONTAINED HEREIN ARE SOLELY THOSE OF LITMAN GREGORY ASSET MANAGEMENT, LLC AND ARE SUBJECT TO CHANGE WITHOUT NOTICE. THERE IS NO AGREEMENT OR UNDERSTANDING THAT LITMAN GREGORY ASSET MANAGEMENT, LLC WILL PROVIDE INDIVIDUAL ADVICE TO ANY INVESTOR OR ADVISOR CLIENT IN RECEIPT OF THIS POSTING. INVESTMENTS IN SECURITIES INVOLVE THE RISK OF LOSS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THERE IS NO GUARANTEE THAT THE VIEWS AND OPINIONS EXPRESSED IN THIS ARTICLE WILL COME TO PASS. FOR ADDITIONAL INFORMATION ABOUT LITMAN GREGORY, PLEASE REQUEST A COPY OF OUR DISCLOSURE BROCHURE OR VISIT THE SEC’S WEBSITE AT ADVISERINFO.SEC.GOV.