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The Informed Philanthropic Advisor: Three Red Flags to Watch for to Ensure a Charity’s Legitimacy

You’ve made it to the third edition of The Informed Philanthropic Advisor! We know you’re the seasoned expert when it comes to counseling your clients on their financial and estate matters, and if you’ve been following along in this series, by now you’re well on your way to becoming a knowledgeable and skilled professional when it comes to advising on all things philanthropy.

So—you’ve had the conversation about charitable giving with your clients, and you’ve helped them to unearth and identify some causes they feel a deep connection to. What’s next? It’s time to start selecting specific organizations!

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2 Strategies For Canadians To Increase Your Philanthropic Impact

Like many Canadians, you may have identified philanthropic giving as a key priority as you develop your estate plan, but find yourself uncertain how to maximize the impact of every dollar contributed.

Similarly, you may have found yourself supporting the causes that you most care about but are also on the lookout for additional opportunities to increase your impact and create an enduring philanthropic legacy.

This article is for you—here, we discuss two strategies utilizing a life insurance policy that can help you increase your philanthropic impact.

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The Informed Philanthropic Advisor: Three Important Signs Your Client Needs Your Help

You’re the skilled specialist when it comes to crafting financial plans for your clients—but between the multifaceted tax stipulations, difficult discussions, intricate planning techniques, and the wealth of possible endeavours, philanthropic planning is anything but simple, even for the most seasoned  professional advisors.

If you had the important discussions, what’s next to becoming a subject matter expert on all things philanthropy? As we’ve explored in the previous edition of The Informed Philanthropic Advisor, if you’re not having meaningful, informed conversations around philanthropy with your clients, the research says you might risk losing them. But after you’ve bitten the bullet and planned the discussion, or even had the discussion, what’s next?

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How Can Earnings Announcements Impact Stock Prices?

Every quarter, “earnings season” is an important time when investors can check to see if companies’ fundamentals continue to support the prices of their held stocks. Investors can also consider whether to take on new positions to capitalize on potential positive price movements based on new information in the quarterly release.

Long-term investors may not be swayed by a quarter or two of below-target earnings or analyst expectations for a specific company, but quarterly earnings analysis is vital for fundamental investing to gauge the future trajectory of a company’s performance.

In this article, we discuss how earnings announcements can impact stock prices so that you are informed. If you are a long-term investor yourself, earnings season can be a great way to validate your investment thesis! Now, let’s dive into the importance of earnings season and how earnings announcements can impact your investment decisions.

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