Women Investors: Driving Empowerment, Confidence, & Success

Investment Management

This investment insight delves into what is required for women to best manage the unprecedented wealth they now control. Whether women are wealth inheritors, creators, or owners through marriage, they need to take responsibility for preserving, enhancing, and, ultimately, transferring their assets. Due to changing family roles, increased longevity, and a high divorce rate, most

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Your Values, Your World, and Your Portfolio

W. Christopher Kreicker, CFA |
Investment Management

A snapshot of sustainable, responsible, and impact investing: Maintaining a financial and moral investment perspective appeals to both individual and institutional investors. SRI has evolved from passive elimination to include actively seeking to invest in companies that incorporate environmental, social, and governance criteria in their decision-making. Exercising shareholder voting influence and investing in underserved communities

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