Business Planning: Legacy of Thanksgiving – DAF
November 26, 2025
As we gather with loved ones this Thanksgiving, it’s a perfect moment to reflect on gratitude, generosity, and the IMPACT we can make.
As we gather with loved ones this Thanksgiving, it’s a perfect moment to reflect on gratitude, generosity, and the IMPACT we can make.
In October, the Federal Reserve cut its benchmark rate (the fed funds rate) by a quarter-percentage point to 4.00–4.25%.
Get the full financial picture. Discover why long-term planning requires looking beyond the obvious and stress-testing your strategy.
Understand new 529 plan rules under the One Big Beautiful Bill Act and what they mean for your family’s education savings strategy.
Beating the market is rare. Learn why most active funds lag and why index investing (buying the haystack) can be the smarter choice.
Customer concentration occurs when a large part of a company’s revenue comes from a single or small group of customers/clients.
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions.
Although the year to date returns have been incredibly concentrated, so have the earnings in the market.
Supplier or vendor concentration risk is the vulnerability a business faces from over-reliance on a limited number of suppliers or vendors.
Market volatility is inevitable, but history shows patience and a long-term strategy often reward investors.
The stock market has been incredibly resilient so far this year, gaining 9.5% year to date.
Learn how to protect your business from internal threats like the 5 D’s (death, disability, divorce, distress and disagreement).
Avoid costly tax mistakes. Learn how proactive planning can help you keep more of your money and stop overpaying the IRS.
Warren Buffett recently announced he will be stepping down as CEO of Berkshire Hathaway at the end of the year.
Smart investing starts with a plan. Learn why asset allocation, not stock picking, drives long-term portfolio performance.