Most experts, and frankly, most humans agree that the climate is changing as a result of human activity. Many people are looking for ways to lessen their carbon footprint. As consumers, we often use reusable shopping bags, opt for fuel efficient vehicles, and adopt smart technology to decrease our energy usage. These decisions have economic impact in addition to their environmental benefits. Some of us are so concerned about how climate change can affect us in our lifetimes a

Recently, investors have become infatuated with Opportunity Funds, a popular new vehicle to reap attractive tax incentives while investing in positive social impact projects. Opportunity Funds stimulate private investment, rather than committing federal taxpayer dollars, in projects that encourage real estate development and economic activity in designated opportunity zones. Created by the Investment in Opportunity Act and introduced with the 2017 Tax Cuts & Jobs Act, opportu

With the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And let’s face it, these products, coupled with technology advances in financial services, are allowing ordinary investors to build meaningful wealth in an accessible way. Now, contrast these take-it-or-leave-it products in an age where many people are willing to pay a premium to ensure their coffee/chocolate/soap/t-shirt/apples do not exploit their