Responsible Growth: How Investors Are Making a Difference MAKING INVESTMENTS THAT MATCH people’s personal values has changed significantly over the past few decades. Early versions of “socially responsible” or “values-based” investing were primarily based on excluding specific investments that conflicted with an individual’s values (often at a potential cost in returns). But impact investing reflects…
Understanding Your Credit We hear a lot about credit — credit reports, credit scores, credit freezes, and credit monitoring. What does it all mean for you? Your credit matters because it affects your ability to get a loan, a job, housing, insurance, and more. It’s essential to understand your credit and how to protect it.…
One Good Reason to Review Your Estate Plans Now The 2017 TAX LAW DOUBLED the federal estate tax exemption to $22.36 million for couples and $11.18 million for individuals, shielding all but the wealthiest Americans from federal estate taxes. But that larger exemption (which also applies to gift and generation-skipping transfer taxes) expires in 2025,…