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Want To Invest With A Social Conscience? Here’s A Great Success Story.

Some of our clients are firm believers in investing with a conscience, and choose to put their money where their mouth is. They’ve asked us to identify investments that reflect their values, like protecting the environment, advancing gender equality, or supporting community engagement. Socially responsible investing (SRI) has definitely come of age, now capturing one-fifth of all funds professionally managed […]

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Life On The Water, Fort Lauderdale Style

There are few things more beautiful than an evening on the Intracoastal. Most of us don’t get to enjoy these magical views every night, but last Saturday I was one of the privileged few spending the evening dining al fresco at a private home in Fort Lauderdale’s Harbour Beach, with a view of the iconic […]

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The Gift Of Giving

Thanks to many clients just like ours, Schwab Charitable donor-advised funds facilitated $1.5 billion in grants to over 61,000 different charities in 2016. Yes, that’s “billion” with a “b”. Ours is a very giving nation. Giving through donor-advised funds like Schwab Charitable or through community foundations working with your neighbors can be a great way to […]

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Cuba: 90 Miles Away And Getting Closer By the Day

What is it like inside Cuba today? Our former colleague Lisa Green just returned from a People-to-People visit to Cuba, so we asked her to share some of her experiences and photos with us, and with our clients who are interested in Cuba or planning to visit over the coming year. As a refresher, Americans are not […]

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Walk With Us To End Alzheimer’s!

Far too many of our family members, friends and clients have had their lives destroyed by Alzheimer’s. Help us fight Alzheimer’s by donating money to fund research and treatment, or join us to walk on Sunday, September 27th in Boca Raton. This is a “can’t miss” event if, like us, your loved ones have had their […]

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Making A Difference

For most Americans, charitable giving is all about making a difference. But how can you make sure that what you give is really having an impact? And with so many groups and organizations out there, how can you direct your contributions so they go as far as possible? These were some of the topics we wrestled with […]

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Why Are Millennials Such Awful Investors? And What To Do About It.

When it comes to investing, millennials – young workers now in their twenties and thirties – should be boldly investing for the future. After all, time is on their side, and today’s revolutionary health advances promise them a much longer lifespan. But the sad truth is that when it comes to investing, millennials are running scared. Growing up […]

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Quote Of The Week: Making A Difference

“The first phase of my life was about making money. The second was doing things for social recognition. Now all I want to do are things that make a difference for others. I want to know I made a difference with my life.” Phil Romano, entrepreneur, Founder of Fuddruckers and Romano’s Macaroni Grill restaurants, and 25 […]

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