The general interest in environmental, social, and governance focused (ESG) investing has recently increased in popularity. ESG investing, sometimes referred to as "socially responsible investing" (SRI) strategies, are used to evaluate the sustainability and responsibility of public companies, as well as their societal impact.
My Summit Wealth
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We’ve had a remarkable recovery since the Great Recession of 2008 and 2009. The markets have been on a bull run for over nine years now.
The beginning of a new year is typically marked with intentions to “do better” in some form or another. Whether we’re trying to eat less, exercise more, improve in our stress management, or enhance skill, we must first examine the fundamentals of the task and build from that foundation. This principle stands valid when planning for retirement, investing for the future, or strategically disinvesting our wealth. One of our core principles is the significance of one’s process, rather than one’s product. I’ll share some ideas to clarify what I mean here.
Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at the end of one’s life. While some seek to give all remaining wealth to their children, grandchildren, or other family members, others hope to give to their favorite charity or charities, and some simply wish to spend it all and “come in on fumes.” Planning for this wealth transition is an important task – one we should approach with considerable attention.
The Myth of American Decline » Article by MITCH LEVIN, MD, CWPP, CAPP | Featured in the September 2017 edition of The Rational Optimist™ | January 10, 2012 Click Here to Read More