by Jason Sacks | Aug 20, 2018 | End of Life Planning, Estate Planning
Know your responsibilities and potential liabilities. An individual might be named trustee on a trust for numerous reasons, but regardless as to why, it’s important to consider what responsibilities and potential liabilities can be involved. As a trustee, you will...
by Jason Sacks | Jan 30, 2018 | Investments
Did you know there are several third-party entities that rate and evaluate companies based on ESG criteria? If you’re like many investors who make efforts to reduce their carbon footprint by using energy-efficient appliances or giving their patronage to companies that...
by Jason Sacks | Oct 26, 2017 | Investments
We offer information on ESG portfolios to help you make informed financial decisions. For some time, investors have been using their investment dollars to effect change in the world. Some focused on “green” investing, where investors avoid what they believe are...
