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Discover valuable insights and practical tips to help you navigate your financial journey.
Socially Responsible Investing 101
Midland Wealth Management’s Socially Responsible Portfolio is structured with high quality funds investing in the fixed income, equity and alternative markets. In addition to the normal quantitative analysis, these funds evaluate supplemental factors when reviewing profitable and growing companies. These factors can be categorized into three main groups: Environmental, Social and Governance (ESG).
What is a Qualified Charitable Distribution?
Most Americans give to charity on a regular basis. What many Americans may not realize is that their charitable donations are not receiving the same tax benefits that they once did.
Charitable Giving Strategies
Charitable giving is a great way to help save on income taxes, maximize your impact on a charitable legacy you hold dear to your heart, and potentially help minimize death taxes.
Charitable Giving
A giving legacy can help fulfill your philanthropic goals.