Walking the Talk

Walking the Talk: JMA’s environmentally sustainable business practices At Just Money Advisors, client portfolios are actively screened for environmental sustainability, aligning assets with clients’ imperatives to do what they can to mitigate climate change and to participate in growing efforts to regenerate soil, protect and conserve water, and support renewable energy sources. But how, oneContinue reading “Walking the Talk”

“Donated” but Not to Nonprofits

A useful investment tool is being twisted beyond its original purpose, to the detriment of nonprofits and all the people and causes they serve. A donor-advised fund (DAF) can be a handy tool for giving away money in a particular tax year but delaying the choice of which 501(c)(3) will receive the funds. A donorContinue reading ““Donated” but Not to Nonprofits”