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Financial Psychology—A New Field?

Most people have heard of psychology. But financial psychology? Not so much. Two professors, a father and son team, Ted and Brad Klontz, are seeking to change that. “Behaviors regarding money are the leading cause of things like divorce,” says Dr. Ted Horowitz, the director of the Center for  »  Read More

186% Growth in Giving to Donor Advised Funds.

Donor advised funds have come a long way since the first appearing in the early 1900s.  The New York Community Trust claimed to be one of the first in 1931.  For the longest time, local community foundations tended to have the corner on the market on providing donor advised funds.  Yet from 2008  »  Read More

10 Key Statistics on Family Legacy

When thinking about legacy, succession, inheritance and passing wealth, the reality is often much different than aspirations.  Consider the following statistics on legacy, succession and inheritance: Most wealth transfer fails. 70% of intergenerational wealth-transfer fail Success depends on  »  Read More