Nicole RenauxApr 3, 2019Opportunities in Opportunity ZonesRecently, investors have become infatuated with Opportunity Funds, a popular new vehicle to reap attractive tax incentives while...
Nicole RenauxMar 26, 2019Planning When There is a Large Age GapRetirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Nicole RenauxMar 19, 2019Addressing Trade-offs in Your ESG StrategySocially conscious individuals are drawn to the idea of socially responsible investments (SRI), allowing them to align their social...
Nicole RenauxMar 1, 2019Pursuing ESG: Adding Environmental, Social, and Governance FactorsWith the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And...