Q4 2021 Insights
Global financial markets delivered mixed performance in the fourth quarter, finishing off a year that saw strong gains for U.S. equities, respectable returns for developed markets, and small declines for…
Q3 2021 Insights
After a strong start to the year, global equity indices took a small step back in the third quarter as a variety of risks (some existing, some new) converged (see…
Q2 2021 Insights
The continued economic re-opening and successful vaccine distribution in many regions (especially in the U.S.) allowed for a release of pent-up consumer demand. However, global supply lines remain somewhat dislocated…
What Will a Good Retirement Planner Do for Me?
According to The Balance, a qualified retirement planner will have a skill set that goes beyond basic financial planning or providing investment advice. What Does a Retirement Planner Do? Like…
How Can I Cope with the Stress of Being an Executor?
How Can I Cope with the Stress of Being an Executor? According to Legacy, being an estate executor is a difficult, time-consuming job that is typically an unfamiliar one…
Foundation Basics
What is a charitable organization? According to cof.org, charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form…
Diversity, Equity, and Inclusion 101
Diversity, Equity, and Inclusion 101 As seen in Harvard Business Review: DOUG MELVILLE: Diversity and inclusion is like an operating system. Everyone’s brain is their hard drive, but we have…
Simplified Employee Pension (SEP)
What Is a Simplified Employee Pension (SEP)? According to Investopedia, a simplified employee pension (SEP) is an individual retirement account (IRA) that an employer or a self-employed person can establish.…
Differences Between SRIs and ESGs
According to Yahoo Finance, Socially Responsible Investing and Environmental, Social and Governance Investing have both risen in popularity among socially conscious investors. Learn the basics of each, how they differ…
What Is a Socially Responsible Investment?
What Is a Socially Responsible Investment (SRI)? According to Investopedia, socially responsible investing (SRI), also known as social investment, is an investment that is considered socially responsible due to the…
States That Don’t Have Income Tax
The Income Tax Exodus: Nine States Without Income Tax Did the lockdown of the pandemic leave you with the itch to travel? Or perhaps it made you leave your…