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Dear Clients and Friends:
I hope the summertime is treating you well so far. Many of our clients have dipped their toes in the water of sustainable investing, and others have jumped in all the way. Our feature this month is from LPL, a basic primer, in the event you are new to the idea. Give us a call if you would like to know more.
Rachel Wagner
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Asset growth in sustainable investments, a term that refers to strategies that attempt to augment traditional financial analysis with analysis of additional factors such as environmental, social, and governance (ESG) practices, has been strong in recent years, with U.S. assets under management totaling more than $8.7 trillion in 2016, or nearly on out of every five dollars under professional management. However, in recent growth, there are still some broad misconceptions about these types of strategies. You can read about it in this two part feature:
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As of this we
ek, new data shows that small businesses remain a vital segment of the American economy and are just one economic sector that displayed a sizable jump in confidence following the election in November. The increase in small business confidence was particularly striking, and was the largest move since the NFIB began administering its monthly survey in 1986!
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If you have been named the beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by unique provisions established by the creator of the trust or 'grantor.' As a trust beneficiary, you also have certain rights.
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It's easy to spend a lot of money on a vacation, but that guarantees neither a good time nor vacation value. With a little planning, you can have a great time and still avoid breaking your budget.
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