Wealth Transfer
Which Generation Has the Greatest Economic Power?
Which U.S. generation holds the most economic power? That’s the focus of a post by Iman Ghosh for Visual Capitalist, a piece…
Does Raising the Estate Tax Make Sense?
It’s an easy fallback position: tax the rich—they have money to spare. With the huge U.S. wealth transfer underway, some call for…
Endowment is a four-letter word?!
The Christian world generally shuns endowments. But why? Do endowments indicate a lack of faith in God’s future provision?
Wealth Transfer Surges in the U.S.
Financial advisors and the philanthropy world have been watching wealth transfer carefully for the last 20 years. That’s since John Havens and…
Are You Planning for Generations?
It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…
Wealth Transfer Rises to $68 Trillion!
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…
The Failed Bloom of the Astors
Flowers only last for a season. Such was the case of the Astor family. John Jacob Astor was born in 1763 in…
Donor Advised Funds and Ministries!
There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over…
Advisors, Will You Lose Your Clients?
A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive…
4 Questions on My View of Wealth
When we think of financial wealth, there’s often little thought about its relative purposes. Sometimes those considerations come only after it’s been…
20 Years and Still Counting—The Way of Living Generously
On June 1, 2000, I had my first day on the job at The Signatry. At that time, we were known as…
Why 70% of Wealthy Families Will Lose their Money with the Next Generation
A recent article in Money magazine tells of the difficulty of holding on to wealth in the second generation. Stephen Lovell, a…