News & Insights
4 ways your financial advisor can ensure you’re ready to fully celebrate National Philanthropy Day
Did you know that National Philanthropy Day is just around the corner? This nationally recognized day of philanthropy and charitable giving occurs every November 15. Its purpose is to bring donors together to make lasting contributions to worldwide charities and nonprofits. If you’re ready to fully celebrate National Philanthropy Day, your financial advisor can review […]
Hurricane Ian Alert – September 27, 2022
Home 404 About Us Tampa Asset Protection Banking and New Proposed Taxes Webinar – March 20, 2023 Blueprint sections 2 Bullet Disclaimer Business Owners Careers Clearwater Client Center Complimentary Consultation Confidential Income Expense Worksheet Contact Us Daniel-Mannix Debbi Darchi Designation Disclosure Environmental, Social and Governance Eric R. Ebbert Estate and Trust Planning Evelyn Sheridan Events […]
Why clean-living ETFs might be part of the future of environmental investing
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 attention to because millennial investors have a growing presence in the market, so their […]
Current trends in philanthropy and nonprofit fundraising you need to know about
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 better place, but it […]
Better To Give
Home 404 About Us Tampa Asset Protection Banking and New Proposed Taxes Webinar – March 20, 2023 Blueprint sections 2 Bullet Disclaimer Business Owners Careers Clearwater Client Center Complimentary Consultation Confidential Income Expense Worksheet Contact Us Daniel-Mannix Debbi Darchi Designation Disclosure Environmental, Social and Governance Eric R. Ebbert Estate and Trust Planning Evelyn Sheridan Events […]
Three factors that play a role in determining your ESG score
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 embracing ESG principles and improving their ESG scores. More investors are socially conscious, especially millennials, […]