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Clear Harbor: Wealth Flash--Do You Know The Benefits of a Donor Advised Fund? Most individuals and families have charitable tendencies. It is often the case that individuals and families provide a tax-deductible donation in the form of cash or the gifting of appreciated securities. However, more and more charitably inclined individuals are taking advantage of a Donor Advised Fund. With this vehicle, one can minimize taxes in the event that he/she has appreciated assets or a single outsized high income year with a desire to set aside funds for charitable giving.
Clear Harbor Q4 Outlook: Waking Up Is Hard to Do This past quarter, global capital markets awoke from their long nap of low volatility to finally face a number of economic realities and tough monetary choices. Bond bulls cheered the end of the dream, particularly those who owned investment grade corporate debt and U.S. Treasuries; equity bulls groaned, as previously complacent investors saw the S&P 500 and MSCI All World Indexes decisively enter correction territory—a psychological line not crossed since the Fall of 2011.
Clear Harbor CEO Discusses Energy Markets With Alix Steel on Bloomberg TV--May 6, 2015