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Connecting Money with Meaning.

Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »

Latest Articles

Learning from Jack Bogle

Learning from Jack Bogle

March 28, 2019

To say Jack taught me about the mutual fund business, how to treat individual investors, how to make a difference in the lives of others would still be an understatement.

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What’s a Donor Advised Fund?

What’s a Donor Advised Fund?

February 25, 2019

Most of us have been giving as we can over our lifetimes. But as we build our own financial security, many people are looking for how to take giving to the next level. Enter the donor advised fund.

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