The current low interest rate environment presents appealing opportunities for both lending and borrowing in different circumstances. Whether deciding to take advantage of low rates to make a large purchase, refinance existing debts or lend to help a family member with major financial endeavors, there is a wide range of personal considerations to take into account.
Asset protection is a key part of our investment choices on our clients' behalf, but protection alone isn't the goal. Taking risks is a key part of investing, but doing so responsibly can make all the difference in achieving your goals.
Whether you’re a seasoned impact investor or considering transitioning over a portion of your portfolio for the first time, we hope that you’ll find something to help you deepen your understanding and grow your confidence in the power and value of impact investing.
2021 seems to position impact investing for an even stronger surge than has already been seen as calls for greater corporate accountability may be answered, and the Biden administration could look to undo some recent hostility towards ESG considerations.
Real estate transfers can be an effective way to ensure your children retain cherished and valuable properties while minimizing additional costs. But these transactions may become more complex for some Californians as Proposition 19 takes effect in February.