Every CPA understands that “asset allocation” is the determination of which asset classes (e.g., tax-exempt bonds, large cap stocks, international stocks) are included in a…
Changing the Conversation
Redefining How Companies Engage Investors on Sustainability
In 2010, when Ceres released The Ceres Roadmap for Sustainability (https://www.ceres.org/roadmap), sustainable business leaders were easily identified and few in number. Now it is commonplace to find…
In Brief Trusts enable individuals to ensure the financial health of loved ones long after they are gone, but only if they are properly set…
“Investment” can mean cultivating capital of many kinds—money, time, effort, energy—with the expectation of a positive result. As we approach the third annual Moynihan Scholarship…
CPA financial planners frequently are asked to review proposals from investment managers. While these assignments can be challenging, the following strategies can help guide individuals…