by This article was selected for you by Brian Stallcop, CFP® | May 22, 2024 | Business, Financial Planning, Investment Planning
Key Takeaways ESG—environment, social and governance—investments have seen strong inflows in recent years. ESG investors cite aligning their values with their wealth—and return potential—as big reasons to use this investment approach. Greenwashing and a lack of...
by This article was selected for you by Brian Stallcop, CFP® | Dec 12, 2023 | Financial Planning, Investment Planning
Key Takeaways Lack of financial knowledge and feelings of guilt can fuel anxiety among inheritors. Parents and grandparents worry about giving too much money to their heirs. Potential solutions include working with trusted pros and taking an active role in wealth...
by This article was selected for you by Brian Stallcop, CFP® | Nov 10, 2023 | Financial Planning, Investment Planning
Key Takeaways We find that most estate plans are at least three years old—and as a result, could be out of date. We find that many people aren’t sure whether their estate plan is still set up to achieve their desired outcomes. We believe it’s crucial to work with a...
by This article was selected for you by Brian Stallcop, CFP® | Jul 24, 2023 | Financial Planning, Investment Planning
Key Takeaways Get asset protection strategies in place before you need them. Evaluate and stress-test your various types of liability coverage. Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets,...
by Brian Stallcop | May 6, 2021 | Investment Planning, Sustainable Investing
Sustainable Investing (SRI) Sustainable investing sounds great, doesn’t it? But what actually is it? Investing in green energy? Organic-farming? Electric vehicles? There are many terms that refer to sustainable and responsible investing (SRI) — values-based...
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