Tri-State Wealth Management Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
Despite generational differences, the obstacles donors face around giving are largely the same.