Having conversations about wealth with your children can seem daunting, but it doesn’t have to be. Done thoughtfully, conversations about wealth can be empowering and productive for families, helping prepare younger generations to become responsible, informed stewards for the family wealth.
Friction between pent-up demand and supply limitations is driving short- to medium-term inflation and fixed income returns continue to be challenged by low rates. Global vaccination rollout and whether we can collectively control the delta variant may be the key to continued recovery and growth.
The Best for the World are B Corps who earn scores in the top 5% of all B Corps worldwide in one or more of the five impact areas assessed in the certification process. For 2021, Wetherby has been recognized for our efforts in Governance, which encompass ways in which we hold our leadership accountable for meeting social and environmental goals and our dedication to following our mission.
Increasing vaccination rates and pent up demand could signal a summer of brisk growth, but much depends on our success in controlling the coronavirus. As we see the other side of the pandemic and the ensuing economic recovery, the associated long-term costs will eventually come due, but in the short term we seem poised for growth.
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.
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.