ESG investing, the acronym for Environmental, Social, and Governance investing, is becoming a bigger focus in the media. While some investment managers solely focus on ESG in their investment selection process, others may only focus on one part of ESG such as Governance.
This article discusses the rise of ESG investing, the ESG framework, and proposals to enhance ESG disclosure to investors.
Drafting a will is an essential step of any estate plan. But creating a will is not a one-time event. When should you update your will?
While the length of time between each update may vary, there are several life-changing events that may indicate it’s time to update your will. This article lists some of these events.
Many companies pay a portion of their earnings to shareholders through dividends. In this article, you will learn the basics of dividends, Dividends 101. The article will discuss why companies pay dividends, when companies pay dividends and what types of companies pay dividends. You will also gain insight into why dividends matter in preserving and building long-term, lasting wealth.
Whether you are looking to maintain or grow your business in the shorter term or to ensure that it lasts for future generations, you may wish to consider having independent directors on your company’s board.
Founders of the business may initially resist for a range of reasons, including a feeling of a loss of control, a reluctance to share information with outsiders, or an unwillingness to let outsiders to tell them what to do. These are all valid concerns; however, here are some reasons why you may wish to include arm’s length members on your company’s board.
Watch Kevin Willis of Bloom Investment Counsel Inc. join Mark Halpern of WEALTHinsurance.com for a discussion of the CPP Philanthropy™ strategy.
“If you can convert taxes into charity, how great would that be?” For most wealthy clients, they may not need their monthly Canada Pension Plan (CPP) benefits to pay their bills. That money only gets taxed, re-invested and then taxed again. CPP Philanthropy™ is a strategy to be more charitable, maximize your giving and minimize your taxes. Learn four ways to utilize your CPP benefits for philanthropy.
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of WEALTHinsurance.com, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates.