December 23, 2021

Managing Charitable Donations

In our years of working with clients, we have observed different reasons for and ways of making donations. What are yours? Are you responding to the emotional pull of a TV ad, phone call, or mailed solicitation? Are you giving throughout the year or only at year-end? Are you purposefully thinking about the organizations to […]

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Rebecca Eddy Honored with AADMM Board Legacy Award

We are pleased to share with our clients, associates, and friends that Rebecca Eddy, Founding Partner of Eddy & Schein Group, has been selected by the American Association of Daily Money Managers (AADMM) as the recipient of their 2021 AADMM Board Legacy Award. “Throughout her career,” said AADMM Board of Directors President, Alison Salisbury, “Rebecca

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