We all have them, a friend that never picks up the check when out for drinks or dinner. You know the type, they might pretend to reach for their wallet, but it is just for show. If you are in south Florida, it is called alligator arms – their arms are too short to reach …
For those that don’t know, the ESG in ESG Investing stands for: Environmental Social & Governance The history of using nonfinancial factors to invest has changed rapidly over the last few years. Socially responsible investing has been around for decades. Investors have been screening out companies that go against their values, like oil, tobacco, or …
When going through the estate planning checklist with a client, one commonly skipped item is the healthcare directive. Most things involving finance and health are easy to put off. But one reason the healthcare directive may be postponed is neither the client, nor the advisor, have the medical background to know the risks of not …
