May 15 Is International Day of Families: 4 Ways to Teach Your Kids About Money
In celebration of the International Day of Families, we're offering 4 stress-free tips to teaching your kids about money.
Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
Panoramix Interview with Rebecca Kennedy and Scott Arnold
Rebecca Kennedy and Scott Arnold, partners at IMPACTfolio, were recently interviewed by Panoramix. Panoramix provides performance reporting and billing software. Panoramix chose to highlight IMPACTfolio as a leader in their industry because of their unique offering that provides holistic financial planning and impact investing for one flat annual retainer fee.
Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How.
The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.
2020 Impact Report
We are so thankful that 2020 brought our firm incredible growth and amazing new clients. We are appreciative of our partnership and the impact our investments are making on the world. We invite you to take a look at our 9-page Impact Report to learn more about how our investments compare to the benchmark on an overall ESG quality score, carbon footprint, clean tech, sustainable water, women on boards, and diverse workforce policy.
A COVID-19 Vaccine Is Here, But What Could That Mean For the Economy?
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?