Author: Jeff Hoffmann

Why donors give: Insights from our 2015 global philanthropy survey

Jeff Hoffmann
Private Client Services
Rear view of three volunteers with arms linked.

The good news is that once again overall giving has increased in every region.

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Ask an Advisor: Roth or traditional IRA?

Jeff Hoffmann
Private Client Services
Middle-aged couple sitting with a financial advisor; woman is pointing to something on the open laptop.

If you’re contemplating which IRA is best for you, you’re already ahead of the game.

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Year-end tips from our advisors

Jeff Hoffmann
Private Client Services
2 African-American men meeting to discuss financial plans sitting in front of a coffee table with open laptop.

Are there things you can do now to help make sure you’re in the best possible situation for 2015, especially in terms of your financial standing?

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How wealth management has changed since the financial crisis

Jeff Hoffmann
Private Client Services
Closeup on young professional woman with concerned & pensive look as she stares off to the side.

We’re seeing a fundamental shift in investment strategy that will remain well into the future.

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