Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 – Last year brought higher yields, changes to retirement and 529-plans, high inflation, and hopefully […]
Preparing Grads For A Future In Investing
By Karen McClintock, CFA June 30, 2023 – About four million people will graduate from college this year* and begin establishing careers. For graduates, their relationship with money can change significantly once they have a job and pay their own bills. For families, a new set of worries emerge. Can the kids make it on their […]
Women Can Find New Voice as Rising Power Donors With a ‘DAF’
By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 – Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development officer from a board had received a bizarre call, possibly a hoax, last year from someone […]
After Exxon: Seeing ESG Investing Through a New Lens
By Christopher Knapp, Robertson Stephens, and William Page, Essex Investment Management September 16, 2021 – If there’s one thing the recent boardroom showdown over Exxon Mobil Corp’s stance on renewable energy has demonstrated to the world, it’s that environmental, social and corporate governance (ESG) investing is no longer child’s play. In that clash, BlackRock and Vanguard, […]
Investing in ESG Webinar
April 21, 2021 During our Investing in ESG webinar, our CEO, Raj Bhattacharyya sat down with Chief Investment Officer, Stuart Katz, and Head of ESG and Impact Investing, Christopher Knapp, to discuss our philosophy, approach to ESG and how we integrate ESG themes into client portfolios. To learn more about ESG, please do not hesitate to […]