Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
Eggs in different baskets, symbolizing diversification with alternative assets and permanent life insurance.

Diversify Your Investment Portfolio with Alternative Assets and Permanent Life Insurance

Enhance returns and reduce risk by diversifying your investment portfolio with alternative assets and permanent life insurance.

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A woman demonstrating proper etiquette by offering a cup of water to a small barefoot girl.

Philanthropy: Robert Breault Insisted Helping Others is Obligatory

“To help someone in need is not charity it is proper etiquette.” Robert Breault Robert Breault (1926-2017) was a French-Canadian poet who lived to age 91. He was born in Massachusetts and served in the United States Army during World War II from 1943 to 1946. After the war, Breault…

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Philanthropic estate planning inspired by Confucius, represented by a gold tree surrounded by people.

Unity Through Generosity: Confucius on Wealth and Philanthropy

“When wealth is centralized, the people are dispersed. When wealth is distributed, the people are brought together.” Confucius Confucius highlights a profound truth: sharing wealth unites people. The Chinese philosopher recognized that greed divides us while generosity brings us together. This wisdom applies today. Leaving a gift in your Will…

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A philanthropic painting portraying Henry Ward Beecher's style of sharing with a group of people.

True Riches Come From Giving Back – Henry Ward Beecher

“In this world, it’s not what we take up, but what we give that makes us rich” Henry Ward Beecher This thought-provoking quote urges us to reconsider how we think about prosperity: using our resources to benefit others is more rewarding than accumulating possessions and wealth for ourselves alone. Henry…

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Demonstrating philanthropy by generously placing coins into a jar labeled charity.

“Find A Need And Fill It”: Ruth Stafford Peale’s Guidance for Legacy Giving

“Find a need and fill it.” Ruth Stafford Peale Ruth Stafford Peale was an author and philanthropist. She was born in China in 1906 to missionary parents and died in New York City in 2008 at 101. She was married to Norman Vincent Peale, the famous minister and author of…

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A small yellow potted plant in front of a black background showing the growth that comes from charitable giving.

Cardinal Mercier on Applying Wisdom Through Charity

“All knowledge is sterile which does not lead to action and end in charity.” Désiré-Joseph Mercier (1851-1926) Cardinal Mercier, a Belgian Roman Catholic priest, highlights the importance of applying knowledge to benefit others. True wisdom is hollow if we accumulate knowledge but do not act on it to help needy…

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Zooming in on a philanthropist standing out in a group of people

“The Luckiest 1%”: Warren Buffett on Sharing Your Blessings

“If you are in the luckiest one percent of humanity, you owe it to the rest of humanity to think about the other ninety-nine percent.” Warren Buffett This quote from renowned investor Warren Buffett argues that being born into privilege or attaining material success comes with a moral responsibility to…

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A stack of colorful dice on a black background with a philanthropic twist.

Raise the Needy: Let Evita Peron’s Words Guide Your Philanthropy | quote 92

“Charity separates the rich from the poor; aid raises the needy and sets him on the same level with the rich.” Evita Peron Evita Peron, the former First Lady of Argentina, makes an important point: Charity and aid can help bring the rich and poor together. Evita was born Maria…

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A philanthropic bank vault filled with gold coins falling out of it.

“Spend Goodness”: Edmund Spenser Inspires Charitable Giving | quote 91

“Good is no good, but if it be spend, God giveth good for none other end.” Edmund Spenser Edmund Spenser (1552-1599) was one of the most celebrated English poets of his time. He was born into a middle-class Protestant family in London. He lived in Ireland for most of his…

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