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Giving is easier with a Donor Advised Fund

A Donor Advised Fund, or DAF, may be a good philanthropic vehicle for investors who want help managing their charitable contributions while receiving immediate tax benefits. It requires that a donor contributes cash or assets to a public charity that sponsors and sets up that Donor Advised Fund. Donors are retained in an advisory role…
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How does the 2017 Fiduciary Rule impact you?

The Department of Labor (DOL) 2017 Fiduciary Rule came into effect June 9, 2017 to expand how investment advice impacts clients. For many Certified Financial Planners™ this rule was already implemented because their mission has always been to serve the financial interests of clients instead of their own investment practices. This new rule brings other…
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Tax breaks grow business in Concord, NC

Tax breaks in Concord, NC are creating jobs for our community. Much credit goes to leadership from our business men and women in the community. But equally important is the partnership businesses have forged with municipal planners who keep the best interests in mind when encouraging business. Sound municipal management provides the security to keep…
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A guide to corporate bonds in North Carolina

In simple terms, a corporate bond is an IOU, with several monikers including notes, bills and debt securities. In the case of corporate bonds, the issuer is the private company that needs the money. In return, the corporation agrees to pay the investor purchasing the bond not only the principal of the debt at some…
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