BLOG
In 2002, I published my book, "The Intersection of Joy and Money," where I discussed the 5 truths of money, including the idea that money is energy. Back then, I advocated for socially responsible investing, which has since evolved into what we now call ESG (Environmental, Social, Governance) investing. At that time, less than 1% of global assets were invested in ESG funds. Fast forward to 2020, and that number has skyrocketed to 35.9%!
In today's rapidly changing financial landscape, staying informed is more crucial than ever. John’s latest economic update dives into the key trends and insights shaping the markets in the 3rd quarter of 2024. Whether you're a seasoned investor, business owner or just curious about the economy's direction, this analysis provides the essential information to keep you ahead of the curve.
Our general opinion is that tax rates will reset to their 2016 levels at the end of 2025, giving us just over a year to make the most of current, lower, tax rates. Here are 6 things you may be able to do this year and next to lock in current rates while we wait to see how the future of US tax rates plays out in Washington.
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.
Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security. The following checklist may help guide you through the matters that must be attended to upon the death of a family member.
