How carefully do you review the myriad of investments in your portfolio to be certain they are aligned with your values? Can you trust your financial advisor to work in your best interests? The director of the C.D.C. found out the hard way about investments and conflicts of interest.
U.S. Trust survey notes that 60% of millennial investors either own impact assets or have expressed interest in impact investing, versus 24% of baby boomers. This can lead to tension when transitioning money and family values to the next generation.
IRS rules are so stringent that virtually any proposed transaction between a family foundation and a disqualified person should be considered a potential act of self-dealing which can lead to an ugly audit and potential fines.
Did you know that a 529 College Savings Plan can transfer to other beneficiaries while avoiding tax penalties? This way, you can contribute to the education costs for multiple generations.
The LPL Research Retirement Environment Index is a state by state holistic view into the pre-retiree landscape that provides depth and balance in six broad categories that reflect retiree desirability on housing, healthcare, housing, quality of life, education and wellness.
During the span of my career, I’ve watched many families look for ways to align their investments with charitable objectives. There is a remarkable movement in investment towards Social Impact funding -- not just making money but also making a better world.