When deciding who should handle your finances, it's important to find the best advisor for your unique situation. These 6 questions can help your search go smoother.

In celebration of the International Day of Families, we're offering 4 stress-free tips to teaching your kids about money.

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.

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.

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.

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.