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Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
Randy A Fox, CFP®, AEP®
Mar 27, 2024

Data Shows Advisors Don’t Get Philanthropy
It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...
Randy A Fox, CFP®, AEP®
Jan 29, 2024

Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up. The annual UBS study on billionaire ambitions reveals a historic...
Randy A Fox, CFP®, AEP®
Dec 14, 2023

Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets
In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...
Randy A Fox, CFP®, AEP®
Apr 25, 2023


Creating a Gateway for Good
Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®
Apr 25, 2023

Featured Article on WealthManagement.com: Let's Get Real About Charitable Intentions
It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...
Randy A Fox, CFP®, AEP®
Jun 21, 2022

Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised Fund
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...
Randy A Fox, CFP®, AEP®
Mar 14, 2022
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