Integrated Financial Solutions Group

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Handling Market Volatility

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common sense tips can help. Don't put your eggs all in one basket Diversifying your investment portfolio is one of the key ways you can handle market volatility. Because asset classes often perform differently un
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2018 Tax Reform Update on Charitable Strategies for faith-based families

Integrated Generosity for Faith Based Families – 2018 Tax Reform update and outlook In the introduction to my 2016 book Integrated Generosity for Faith Based Families – Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity, I make the point that there three things in life that are certain – death, taxes and change.  While the first two come with significant qualifiers, the third – change – is expanded on as follows: &
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Leaving Everything to Charity, Methods, Motives and Opportunities

by Mark Trewitt Aside from individuals and couples who do not have children or grandchildren, who may find it easy to leave their estates to charity as opposed to nieces, nephews and other relatives, it is quite rare to see a couple leave everything to charity and disinherit their direct descendants. David Wills, president of the National Christian Foundation, tells the story of a couple that was blessed with the sale of a company they had built, resulting in net after-tax proceeds of over $18 m
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American Dynasties – Optimizing Legacy Outcomes: Part 1 - The Robbie Family

By Mark Trewitt This series of excerpts from the book Integrated Generosity by Mark Trewitttakes a glimpse at three American family dynasties, their exceptional planning strategies, impactful outcomes, and significant charitable commitments. Regardless of the outcome, families impacted by estate taxes will experience unintended outcomes resulting from a lack of education, knowledge, understanding, and action on the part of the parents.
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American Dynasties – Optimizing Legacy Outcomes: Part 2 - The Walton Family

By Mark Trewitt This series of excerpts from the book Integrated Generosity by Mark Trewitt takes a glimpse at three American family dynasties, their exceptional planning strategies, impactful outcomes, and significant charitable commitments. Regardless of the outcome, families impacted by estate taxes will experience unintended outcomes resulting from a lack of education, knowledge, understanding, and action on the part of the parents.
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American Dynasties – Optimizing Legacy Outcomes: Part 3 - The Romney Family

By Mark Trewitt This series of excerpts from the book Integrated Generosity by Mark Trewitt takes a glimpse at three American family dynasties, their exceptional planning strategies, impactful outcomes, and significant charitable commitments. Regardless of the outcome, families impacted by estate taxes will experience unintended outcomes resulting from a lack of education, knowledge, understanding, and action on the part of the parents.
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