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We like to keep our clients up to date on financial news, providing thought-provoking articles as well as useful hints and tips for managing your finances. If you would like to receive our articles directly to your inbox, please complete the form below to receive our bi-monthly newsletter.

How active ownership plays a role in ESG investing

ESG investing means considering environmental, social, and governance factors when investing, as well as the usual factors such as risk and how an investment fits into your portfolio. Active ownership is one way investors can incorporate ESG into their portfolios. When you think of how to implement ESG investing, you may think about excluding certain

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7 different ways you can leave gifts in your will

When you think about writing or updating your will, who you want to benefit from your estate is often the first consideration. However, just as important is how you want to split up the assets you have. There are several options to think about. A will is the only way to make sure your assets

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