5 Myths About Generational Wealth You've Likely Heard
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
6 Questions You Should Be Asking When Hiring a New Financial Planner
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.
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
A Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here's What We Mean
33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?
How Do Presidential Elections Impact the Stock Markets?
Whether you are following the 2020 Election on CNN or Fox News, the media coverage feels like a game show and the counts seem to drag on and on. The team at IMPACTfolio is watching the stock markets closely in preparation to answer any client questions about their portfolio. Recently we shared a webinar discussing how presidential elections affect the stock markets and wanted to provide additional insight.
How Presidential Elections Affect the Stock Market: Tax/Estate Planning Opportunities Under the Biden Tax Plan
As the 2020 election nears, many people are wondering how the stock market may react to a change in leadership as well as a change in current tax laws. Please join us as Scott Arnold walks us through an objective look at the changes created under the Biden Tax Plan.