Archive for May 2021

Breaking Down Socially Responsible Investing

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use…

Read More

Traditional Vs. Robo-Advisor

Technology is changing how we go about life in many ways. Investors are now faced with the decision between DIY options (sometimes called Robo-Advisors) and a traditional financial advisor like me and the other advisors at Strategy Financial Group. Can automated advisors replace financial experts? Here are some of my thoughts. Robo-advisors have gained popularity…

Read More

Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes…

Read More