News & Blog

Business

Business Succession: How to Transfer Ownership

Building a successful business is hard, really hard. After years of sleepless nights and constant pressure and accomplishing what 8/10 of business owners can’t, you’ve created a profitable, lasting business. You may enjoy the fruits of these labors for years.

But what next?

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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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Planning

Do I Get a Tax Break for Home Improvements?

Your home is one of the largest investments you will ever make. Buying a home is an exciting thing, but maintaining and repairing the home can be a costly endeavor. So, any aspect that you can save on this big investment is worth looking into. 

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Uncategorized

The Broadening Landscape of Sustainable Investing

Assets in sustainable funds now exceed $1 trillion. This means, more than one-quarter of assets under management globally are being invested based on the premise that ESG (environmental, social, and governance) factors can materially affect a company’s performance and market value.

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Uncategorized

The Impact of Stock Dividends on a Retirement Portfolio

Retirement portfolios aren’t what they used to be.

Today’s environment of rising life expectancies, low bond yields, and elevated stock market valuations is unparalleled. Retirees cannot control many of these factors. Many feel helpless to the ebbs and flows of the market.

But, there is something that all investors can control: expectations. By looking at historical figures and making conservative, educated predictions about the future, retirees can better prepare themselves for whatever lies ahead.

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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

Climate Impact Bonds

What type of investment provides stable returns, reduces greenhouse gases, protects ecosystems, and encourages the shift to renewable energy? Impact bonds – more specifically, climate impact bonds.

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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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