We have had increasing questions and interest from clients for Donor Advised Funds and we continue to be intrigued with their possibilities in financial planning, tax planning, life planning and practicing generosity.  The following is an excerpt from our fourth quarter Brightwater Advisory Client Letter describing DAF’s and how they work: There are plenty of ways to donate to charity and “Donor Advised Funds” are rapidly gaining in popularity as they have become much easier to administer.  Many custodians have created

Life has been unnatural and shows no signs of lifting for the foreseeable future, at least in Florida.  I want to cover the following items in this letter – Four truths of investing Know thyself Certainty of technology Role of stocks What we at Brightwater have been doing Housekeeping Health My Morningstar Advisory Board meeting in Chicago scheduled for June was shifted to a “virtual” setting, like many events in our lives.  They presented one of their new financial planning tools