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
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Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She takes us back through
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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
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Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation (https://www.arlcf.org/) as we discuss the unique role
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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
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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
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COVID-19 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and
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COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their
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COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust
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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
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Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.
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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
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