Holiday Spending Trends and Looking Ahead with Community in Mind In the last few months of 2023,it’s been difficult to get into the spirit of...
Kicking Off The Season Of Giving
Kicking off the Season of Giving‘#GivingTuesday’ signals the restoration of humanity after the overconsumption of Black Friday followed by #CyberMonday. #GivingTuesday also kicks off the...
Thee reasons To Consider Charitable Giving In Your Wealth Plan
Three reasons to consider charitable giving in your wealth plan As wealth accumulates, many of us are considering charitable giving, outside of our will, when...
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Values first, wealth second Many people are surprised to learn that in our first meeting with a new client we don’t talk about money. We...
The Truth About Impact Investing
https://www.youtube.com/watch?v=8T543QMKw_A The Truth about Impact Investing I get asked a lot about impact investing. Clients, and people at dinner parties want to know, is it...