by Jason Sacks | Nov 21, 2019 | Philanthropy
Give Wisely this Holiday Season It’s the holiday season and the spirit of giving is in the air. From the familiar sound of a Salvation Army bell ringer asking for your spare change, to local food and clothing drives, there are many simple ways you can lend a helping...
by Jason Sacks | Mar 7, 2019 | Investments
Steps that you can take right now What goes up, must come down…and then go back up again? Regardless of how well equity markets have performed over the last few years, downturns in the stock market and the U.S. economy are common. The severity of these downturns...
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...
