InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds? episode artwork

EPISODE · Nov 11, 2023 · 47 MIN

InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.) Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

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InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?

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This episode was published on November 11, 2023.

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A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.) Today's...

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