Introduction page - charitable giving webinar presented by Chris Gilmor, CFP®
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Charitable Giving: Combining Purpose with Potential Tax Benefits

Charitable Giving: Combining Purpose with Potential Tax Benefits Maximize the Impact of Your Charitable Giving Explore thoughtful and effective strategies for charitable giving in this insightful webinar. Key topics include: Practical Giving Strategies: Discover smarter ways to give, such as leveraging appreciated assets and donor-advised funds.Maximizing Contributions: Learn how to make your generosity more impactful…

Our People make us great with the certified 2024 Great Place to Work logo

Stansberry Asset Management Certified as a 2024 Great Place to Work®

Stansberry Asset Management Certified as a 2024 Great Place to Work® Highlighting a Thriving Workplace Culture Built on Well-Being and Collaboration WESTLAKE, TX, UNITED STATES, December 10, 2024 /EINPresswire.com/ — Stansberry Asset Management (SAM), an independent registered investment advisor, is proud to announce its certification as a 2024 Great Place to Work®. This prestigious honor…

How Preferred Stocks Can Boost Your Retirement Portfolio

How Preferred Stocks Can Boost Your Retirement Portfolio

How Preferred Stocks Can Boost Your Retirement Portfolio Many of the clients who come to us at SAM are looking to build a retirement portfolio that generates a steady stream of income. They don’t want an all-stock portfolio — too risky. An all-bond portfolio doesn’t yield enough for their needs. And the “tried-and-true” 60/40 blend…

Stansberry Asset Management Closes Private Credit Alternatives Fund

Stansberry Asset Management Closes Private Credit Alternatives Fund

Stansberry Asset Management Closes Private Credit Alternatives Fund Bringing Institutional-Grade Investment Strategies to Accredited Investors Dallas, Texas Nov 18, 2024 (Issuewire.com)  – Stansberry Asset Management (SAM), an independent, registered investment advisor, proudly announces the successful close of the SAM Alternatives Investment Opportunities Fund I, which has raised a total of $41.8 million in commitments. Designed for accredited investors…

photo of gold bars lined up

Does Gold Belong in Your Retirement Plan?

You Can’t Time Gold, but Own it Anyway There’s something sexy about a shiny gold bar, but should you go for the glitter? If you’re tempted, a four-pronged investing approach could be best. Gold has been in the headlines lately. Maybe you’ve noticed. I’m specifically talking about the shiny metal being sold by warehouse giant Costco….

Diverse hands joined together, symbolizing unity and collaboration in achieving philanthropic goals through donor-advised funds.

Empower your Charitable Giving: Donor-Advised Funds

Empower your Charitable Giving: Donor-Advised Funds AT SAM  We understand that your charitable interests are of high importance. SAM was founded with the idea of supporting clients and their financial goals and helping to lead them to a brighter financial future. Recently we have introduced donor-advised funds as a way of showing our continued support…

Close-up of hands holding an empty black wallet, symbolizing frustration with low savings interest rates.

Disgusted With Your Savings Interest Rate? Time to Switch

Disgusted With Your Savings Interest Rate? Time to Switch If your money is parked in a low-rate savings account, you could be earning hundreds or even thousands more by switching to one of these three options instead. Interest rates are pretty high these days. That’s great for retirees who need their savings to generate income…

Retirement plan concept with notebook, glasses, and calculator - financial planning essentials

Maximizing Your Retirement Savings: A Comprehensive Guide to Retirement Plans

Maximizing Your Retirement Savings: A Comprehensive Guide to Retirement Plans Throughout your career you will come across employers that offer a variety of savings plans that can assist you in your journey toward retirement. In this piece I will discuss some (but not all) of the more common plans that may be available to you…