October 5, 3:21 pm EST. Politics is the big news story this month. You are receiving this commentary less than one month from the November 3rd election, the US
Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She takes us back through
Join Daniel Blake of University Impact (UImpact.vc) as we discuss: The role of early-stage impact investing; how donor advised funds solve social problems; how
Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation (https://www.arlcf.org/) as we discuss the unique role
September 8, 8:01 am EST. August saw the largest percent stock market increases since 1984. That’s the good news. The bad news is both September and October are
August 6, 5:31 pm EST. Last month we wrote about the “disconnect” between stock market indices and the “real” economic challenges we face. This month we’ll
COVID-19 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and
COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their
COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust
COVID-19 health crisis and fluctuating stock market make it hard to stick with your investment plan. Micah Patashnik, AIF®, CRPC®, (MacroviewIM.com) a fellow
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.
COVID-19 makes it harder to keep your business out of legal trouble while also planning for business succession.
Multi-Award winning attorney Rebecca Geller