As we turn our backs on what will be remembered as one of the most trying years in our collective memory, many are reflecting on all the need that arose in 2020 and giving thought to how to align money with mission, maximize impact, and establish or refine a family philanthropy strategy for the new […]
Regardless of your family’s net worth, solid and thoughtful guidance regarding assets, process and investments are more important now than ever.
As part of our “You Said It” Op-Ed series, we invite contributors to submit their opinion pieces. The views reflected in these pieces may not be our own. Have a submission? Contact us here. How we live, work and play is rapidly changing in a world transformed by the COVID-19 pandemic, and now is the […]
Alongside the anguish of families losing loved ones to the COVID-19 pandemic runs a swift and swelling river of financial distress. A decade of job growth was wiped out in a matter of weeks. Retail sales plunged more steeply than ever recorded. Oil prices briefly went negative. The International Monetary Fund estimates that the “Great […]
Corporate Social Responsibility (CSR) is no longer just a progressive perspective on how to run a business.
With a new year comes a clean slate, fresh start, and new ambitions. Many people choose to channel their energy into eating healthy, exercising, or learning a new skillset; but now is the perfect opportunity to assess your financial situation and set a few strategic personal finance resolutions for 2020. While you are not likely […]
Whether you’re content with your current financial situation — and want it to stay that way — or aiming to increase your wealth, learn the secrets that keep wealthy people on top, both financially and professionally. 1. Be Prepared It may be hard to grasp the fact that you’re putting money aside for 20, 30, […]
For its 10th year, Chicago’s premier investment conference, Invest For Kids, welcomed a group of 11 elite investment managers to give rapid-fire presentations and engage in conversation. More than 1,000 guests across financial services were in attendance, including asset managers, hedge fund professionals, and students. The 2018 Forum, held Oct. 24 at the Harris Theater, celebrated […]
Walk into a major financial institution; on the surface, there may seem to be no visually apparent gender gap. Peel back the layers, and the higher you go up the corporate ladder, you will see the disparity. Women are powerful. In fact, we control over half of personal wealth in the United States. But why is it that we […]
Make It Better hosts an annual Money, Values and Impact summit bringing together some of the greatest minds in the financial world to discuss how we can maximize social impact with every investment. At the 2018 summit, the evening’s keynote presentation, “Conversation Around Values & Money,” was given by Kathy Roeser and Carla Harris of […]
