After more than 100 years, the Uniform Prudent Investor Act (UPIA) and similar prudent investor rules have opened up a …
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New Rules Return Flexibility To Fiduciaries
Thank You For A Decade Of Sharing And Support
Exactly a decade ago, I left the security of the Big Accounting Firm to hang out my shingle. My wife, …
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Jacobs Becomes Newest Palisades Hudson Associate
Paul Jacobs, a 2002 graduate of New York University’s Stern School of Business, has joined Palisades Hudson Financial Group as …
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A Look Inside PHCP’s Portfolio
Palisades Hudson Charitable Portfolio, Inc., (PHCP) is, as its name implies, a “portfolio” of charitable options. Besides a conventional donor …
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Our New Charitable ‘Fund Family’
Americans gave an estimated $212 billion to charity last year, and will do about the same this year. A lot …
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