![Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.](https://www.gwadvisors.net/wp-content/uploads/2020/01/businessman-3075837_1280-460x305.jpg)
May 20, 2024
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. For those charitably inclined, they may view a
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![Year-End Financial Planning Checklist with hand and pen.](https://www.gwadvisors.net/wp-content/uploads/2020/09/checklist-2589418_640-460x305.jpg)
October 1, 2023
Are you ready to organize your finances for next year? Here’s a financial planning year-end checklist with tax and retirement considerations.
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![Charitable gifting image depicts a man and woman holding a present.](https://www.gwadvisors.net/wp-content/uploads/2019/12/gift-4669449_640-1-460x305.jpg)
December 26, 2019
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite
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