Feeling uncertain after the 2024 election? Here are 5 actionable steps to align your financial life with your values, support causes you care about, and stay resilient in uncertain times.
DAFs can transform your charitable giving, offering tax benefits, investment growth, and a streamlined approach to supporting the causes you care about. They’re a fantastic way to create a lasting legacy while making philanthropy a key part of your financial plan.
Celebrate Pride Month by learning how you can invest in what you believe in with the right strategy.
May is Asian American and Pacific Islander Heritage month. To celebrate, we would like to shine a light on the accomplishments of several individuals throughout American history.
If we are committed to changing the game, it's time we stop talking about HENRY and start using language that reflects the diversity of our society. Check out these seven alternatives to use in our conversations around wealth!
Women are increasingly becoming financial decision-makers. A recent survey found that 49% of women consider themselves the Chief Financial Officer of their households. The same survey found that 43% of women say they are the primary breadwinner. So how are women handling their financial might?
In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their contributions to the financial and socioeconomic progress in America.
February is Black History Month, which is a great reminder to honor and celebrate the Black community. Here, we share a history of the heritage month and some ideas on how to get involved.
'Tis the season to give back! Giving Tuesday is a great annual reminder to help those in need this holiday season. Let's unwrap the history of Giving Tuesday and share what you should know about the holiday.
Indigenous Peoples’ Day provides an opportunity to honor the rich tapestry of cultures, histories, and contributions of Indigenous peoples. Here's a bit of history regarding the holiday and its significance and some creative ways to celebrate it.
When done with the right intentions and adequate research ahead of time, embarking on a voluntourism experience can be mutually beneficial for both the traveler and communities in need.
Since becoming a federal holiday, Juneteenth appears set to become an even bigger American institution. Discover how this American Jubilee began.
This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.
April is National Volunteer Month! Celebrate the occasion with these fun and unique ways to volunteer and give back.
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.