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What Can a Financial Advisor do for a Non-Profit?

Submitted by JMB Financial Managers on September 18th, 2017

Most people, wealthy or not, make an effort to support a philanthropic cause, be it big or small.

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  • Charitable Planning
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3 Ways for Women to Boost Social Security Benefits

Submitted by JMB Financial Managers on September 4th, 2017

Women now comprise 60% of the people receiving Social Security benefits, so it’s easy to say that it is a significant component of any woman’s retirement plan.1 As with many aspects of retirement planning, Social Security can be confusing -- not only to understand, but to implement correctly.

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  • Retirement Planning
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Was it China, or Was it Something Else?

Submitted by JMB Financial Managers on August 15th, 2015

It is very popular right now to blame the worldwide stock market declines on China. Some analysts picked China's recent economic developments; others focused on their stock market decline; others chose to focus on the devaluation of the Yuan. I believe this is an easy, convenient excuse, rather than the core issue at hand. Consider:

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  • Current Events
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Chinese Yuan Developments

Submitted by JMB Financial Managers on August 13th, 2015

On Tuesday, the People's Bank of China (PBC), the country’s central bank, announced a cut in its currency reference rate relative to the U.S. Dollar (USD) by 1.9%, down to 6.23 yuan/USD. This cut was followed by an announcement on Wednesday of another 1.6% decrease to 6.33 yuan/USD.

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Categories

  • Asset Protection (12)
  • Charitable Planning (6)
  • Current Events (34)
  • Estate Planning (10)
  • Financial Planning (23)
  • Incorporating (5)
  • Independent Contractors (1)
  • Insurance Basics (9)
  • Investing (11)
  • Paying for College (6)
  • Retirement Planning (28)
  • Small Business (20)
  • Taxes (15)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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