By Stephanie Cook Gone are the days when many financial advisors cautioned people about weaving humanitarian and environmental values into investing. Today, many investors consider the social impact of their portfolio construction. Options abound for seeking financial return while avoiding negative effects in areas of concern, as well as for investing for positive impact on…
By Arielle Nobile Focusing on Connections in Family Documentary Films I’m a strange bird in many ways, but one such way is that I started thinking about and imagining my grandchildren when I was 8 years old. (I also had a list of names for the 26 children I would one day have, but that’s a…
By Melissa Mitchell-Blitch A Simple Tool to Help Families Thrive I was recently asked by our local community foundation to speak at their upcoming meeting for advisors. My talk would follow a tax law update and precede a generous time for Q&A. That would leave 15 minutes for me to talk about family dynamics in wealth. Families…
By William Summey, Content Editor for Legacy Arts magazine Life Lessons from Coventry Edwards-Pitt, Author, Aged Healthy, Wealthy & Wise I had the pleasure of interviewing Coventry Edwards-Pitt (Covie) on a day when I was particularly stressed about my parents. We live about 7 hours away from them, and I had recently flown home to visit…
