SEC Seeks Public Commentary on Climate Rule This spring the SEC voted to advance a set of proposed rules requiring climate disclosure statements for all SEC-registered companies. The rule would mandate public companies to disclose standardized information about their greenhouse gas pollution. Additonally, it would require companies be more transparent with investors about climate-related risks.…
The Journey of Sustainable Investing Our 2021 Sustainability Report celebrates the journey of sustainable investing. The evolution of Sustainable Investing has been and will continue to be a journey. Sustainable Investing originally focused on excluding companies doing harm; today it also incorporates positive screening for environmental, social, and governance (ESG) metrics that reveal companies doing…
Working Part-Time in Retirement In today’s retiree landscape, many folks decide to phase into full retirement by working part-time. It could be reducing the number of hours with your current employer, finding a “job of passion” or even becoming a consultant. Before considering this transition, it’s smart to know about the financial and tax impact…
Q1 2022 Market and Strategies Update This year and Q1 2022 began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the war in Europe…
Tax Time Frequently Asked Questions This time of year, we are asked a lot of tax-related questions. As we close out the 2021 tax year, here are answers to our four most “Frequently Asked Questions.” Why am I paying capital gains taxes when I didn't sell anything this year? Where did these gains come…
Tips for Managing Sudden Wealth after Death Death of a loved one is always difficult. Sudden death is devastating and upending. Many of us have either unfortunately experienced it or know someone who has been through it. The overwhelming emotional toll of loss is often magnified by the logistical wake of decisions and paperwork. Grieving…
