For investors looking to make a difference with their dollars, impact investing is a great way to align your portfolios with your values. While impact investing is multi-faceted, this article specifically focuses on the opportunities to support gender diversity with your investments.  Studies have shown that companies with more gender diverse leadership have greater innovation,…

As any business owner knows, business in the past year has been anything but usual. Many have made the leap into owning a business for the first time during the pandemic, but after last year’s turbulence longtime business owners may be seriously thinking about moving on. From concerns about the Biden Administration’s proposed tax legislation…

The IRS recently announced the 2020 tax filing deadline extension to May 17, and many are taking advantage of the extension. Filing taxes is going to be quite different due to 2020’s unusual circumstances. In the past year, many either shifted to working remotely, started a business, or began freelancing for the first time. Having extra…

Looking Back Hockey legend Wayne Gretzky memorably said, “I skate to where the puck is going, not to where it has been.” A year ago, stock markets were in freefall in the early days of the pandemic. Bartlett expected a forceful combination of monetary and fiscal policies would prevent a prolonged economic tailspin. Visualizing a…

Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured, it’s an opportune time to take a step back, take a deep breath, and take a good look at some of the elements essential to building your firm…