When my client decided to re-direct his charitable giving to this organization he did so with the confidence that comes from investing in a way that is both emotionally and practically sound.

FORBES: When Picking Charities, Use Your Heart...And Your Head

The Municipal Securities Rulemaking Board, a self-regulatory body that reports to the Securities and Exchange Commission, has proposed rules that would require brokers to ask clients about the importance of state tax benefits, explain a client's direct-sold in-state plan for comparison purposes, and determine what is most suitable for the client--instead of just pushing broker-sold out-of-state plans that might carry higher commissions for them.

FORBES: Magazine Article