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Blog

Charlie Shipman | Oct 18, 2019

Why Diversifying Your Portfolio is Important

Investments

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

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Charlie Shipman | Sep 26, 2019

Top Strategies for Charitable Giving

Finance
Tax Planning

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion

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Charlie Shipman | Sep 25, 2019

What Are Your Planned Giving Options?

Estate Planning

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an

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