The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.