Tag: Identity

On Watch – April 2016

In this issue:
“Total Return vs. Income-Oriented Return” by M. Taylor Scott, CFA
“Identity Theft Prevention & Mitigation” by Andrew B. Smith, JD
“Timing Can Be Everything” by David Zahn, CPA, CFP®

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POSTED IN: Administration, Investments, On Watch, Planning


On Watch – August 2012

In this issue:
“Priming a Private Family Foundation for Long-Term, Multi-Generational Success” by Lissa Gangjee, JD, CFP®
“So You’ve Been Asked to Serve on a Charity Board” by D. Fort Flowers, Jr., CFA
“What to Do if You Are an Identity-Theft Victim” by Anthony J. DeToto

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POSTED IN: Administration, On Watch, Philanthropy