How do you instill good money habits in kids and teens that lead to smart decisions as adults? Wealthspire Advisors hosted a virtual fireside chat on Sept. 28 answering the question. Heather Flanagan, Managing Director and Head of Family Office Services; Oliver Pursche Senior Vice President, financial advisor and author of Money Can Grow on […]
There is a growing trend among investment managers and advisors toward offering portfolios that reflect investors’ values as they relate to the environment and social issues. These is in direct response to a growing number of requests from clients who want to use their investment dollars to positively influence the world around them. The push […]
Make It Better Media Group Founder and Chief Visionary Officer Susan B Noyes recently spoke with Thomas Frank and Craig Ayers, two experienced investors from Whittier Trust in San Francisco, about how they help clients align their personal values with their investment portfolios through socially responsible investing during the virtual event “Is Doing Good, Good […]
For women navigating a career in business, it is a marathon not a sprint — or so say the panelists at the May 19 Women of Impact virtual event, hosted by Make It Better Media Group. The all-women panel — including Kathy Roeser, Managing Director and Wealth Advisor of Morgan Stanley; Monica Gray-Fong, Chief Operating […]
For women navigating a career in business, it is a marathon not a sprint — or so say the panelists at the May 19 Women of Impact virtual event, hosted by Make It Better Media Group. The all-women panel — including Kathy Roeser, Managing Director and Wealth Advisor of Morgan Stanley; Monica Gray-Fong, Chief Operating […]
Bold, inspirational, compassionate and collaborative: these are just a few words to describe the 13 women highlighted on this list — all movers and shakers in their respective fields. And not only are these women at the top of their career game, they support and inspire the women on the rise around them. From growing […]
Bold, inspirational, compassionate and collaborative: these are just a few words to describe the 13 women highlighted on this list — all movers and shakers in their respective fields. And not only are these women at the top of their career game, they support and inspire the women on the rise around them. From growing […]
“Community work isn’t a spectator sport” would be an appropriate tagline for the online presentation “We Rise Together: Accelerating Equitable Economic Recovery,” which brought together varied perspectives of Chicago business professionals who have taken a deep dive into improving economic opportunities for Black and Latinx communities and their members in Chicago. The April 13 session […]
Rising inflation has been headline news over the past several months. While reasonable minds may debate the causes of the recent uptick in prices or whether this is “transitory” or longer lasting, one positive outcome has been an increase in the amounts that may be gifted to family members and friends without gift or estate […]
If you care about the environment, chances are you’re bombarded by urgent pleas for money from political and environmental organizations. Donations aren’t the only way you can make a difference with your dollars, however. Here are six no-cost ways you can support the causes that matter to you by making more informed choices about what […]
