The end of the year offers a natural opportunity to review your financial and estate planning goals. Many people assess their finances at this time to prepare for tax season, set future goals, or take advantage of deadlines for contributions or deductions. Including estate planning in this review allows you to ensure...
Ameriprise Financial Article: A Guide to Investing for Impact and Sustainability
An Investment Research Group publication
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Introduction
What does E.S.G. stand for? Is it environmental, social, and governance, or is it environmental, sustainable, and governance? Is there a difference between ESG and SRI? If so, what is it? What about impact investing? Is it different from ESG integration? If so,...
New York Times Article: The Flaw in Warren Buffett’s Estate Plan
By Paul Sullivan
Mr. Buffett has instructed his executors to not sell any shares of his firm, Berkshire Hathaway. But these types of directives typically result in lawsuits.
Warren E. Buffett’s annual letter to shareholders is always parsed for investing wisdom from the Oracle of Omaha.
Bankrate Article: 401(k) rollover options: Here’s what to do if you lose or change your job
llions of Americans will need to decide what to do with their 401(k), as workers face a coronavirus-driven recession in which top economists expect a long-lasting double-digit unemployment rate to persist. If you’re suddenly unemployed, worrying about your distant financial future may seem unimportant when you have immediate pressing needs now. Still, the...
