By now, it is well known that investors, especially millennial investors, have significant interest in investing in companies that reflect their care about environmental, social and governance (ESG) issues. Whether you are a millennial or not, this is important to pay...
The end of 2020 is just around the corner (a statement that many are happy to hear), and that means it is time to consider giving to charity, if you have not already been doing so. Giving to charitable organizations is not only a good practice for making the world a...
Charitable Giving This Holiday Season As we approach the holiday season and the end of the year, our thoughts turn to gifts for family and friends, and maybe they are asking you for a list of gift-giving ideas too. So, here are a few thoughts on financial...
Environmental, social and governance (ESG). These are the criteria that set the standards for a company that investors can use to screen for how ethical, environmentally friendly a company operates. It is important for companies that want investors to consider...
Clearwater Marine Aquarium's incoming Chairman of the Board Chair and ProVise Director of Finacial Planning Paul H. Auslander, CFP® is passionate about rehabilitating and rescuing marine animals. ProVise Management Group was proud to sponsor Clearwater Marine...
Charitable giving is beneficial for everybody. Not only does giving benefit the recipient, but it benefits the giver who can receive a tax deduction. Not to mention the psychological benefits of giving as well. Charitable giving in 2020 may raise some question marks...
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