News & Insights

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

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, […]

ProVise sponsors Clearwater Marine Aquarium event

Why you should use cash when charitable giving in 2020

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 because it has been a volatile year for finances. However, the CARES […]