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Assets in the market, not in the bank The highest in three decades, the percentage of financial assets that American households have invested in stocks has reached 51%. Bank deposits and bonds are losing money as the “equity cult” invests every other dollar in the stock market, according to Martin Barnes, managing editor of The …Read More
Give & Take Articles
Archive for July, 1997
Bequests by the Numbers
Posted July 1st, 1997
Several years ago, the National Committee on Planned Giving undertook a national survey that revealed, among other things, that only 5% of the population had included charitable provisions in their estate plans. Another survey by U.S. Trust Bank, on the other hand, indicated that approximately 50% of affluent Americans intended to include charitable entities in …Read More