News & Blog

Finance

Tax-Deductible Charitable Giving

Donate today, pay less in April. Charitable giving is one of the surest ways to create a win-win with your wealth.
Not only does the charity benefit, but taxpayers enjoy savings on contributions that would otherwise be going to the government.

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Finance

Investing for Net-Zero

hus far, 60 countries, as well as a plethora of companies and cities, have adopted net-zero by 2050 targets. Originally proposed in the Paris Agreement, the coalition towards net zero emissions by mid-century is growing. But commitments must be backed by bold, credible actions.

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Business

Green Energy Bonds

As the name suggests, a Green Energy Bond (“green bond”) is a fixed income instrument that is earmarked for climate and environmental projects, typically issued by a corporation or government agency. Green bonds function similarly to traditional bonds, except the funds are publicly slated for sustainability-focused uses, which are formalized in a “framework” developed by the issuer.

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Business

The U.N. Sustainable Development Goals

In 2015, world leaders representing the 193 United Nations Member States created and agreed to a list of 17 Sustainable Development Goals (SDGs) and aimed to achieve them by 2030. The chief aims of the SDGs are to end poverty, ensure prosperity, and protect the planet, all on a global scale.

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Finance

Inflation in 2021

Inflation is too much money chasing too few goods. It is a measure of the rate of rising prices in goods and services in an economy.

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Finance

Community Investment Notes

With the dramatic increase of attention around ESG and similar investing approaches, more and more products are becoming available to those seeking financial returns, as well as social or environmental outcomes. Although the vast majority of these products are equity-based (stocks and mutual funds), there is an increasing number of investors looking for equally impactful investments in fixed income. For most, Community Investment Notes may be the answer.

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Finance

Impact Investing

Investing is no longer just about returns. Investors are increasingly looking for their money to make a positive impact on the world.

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