When sharing wealth we generated in our own lifetimes, some of us just follow our hearts. That could mean simply responding to requests; hosting a table at the gala, raising the paddle at the auction. But when pondering what we will leave behind for future generations — in terms of both legacy and financial inheritance […]
My phone has been busier than usual lately. It’s more than the post-Labor Day rush though. It’s due to the article, “Directing Philanthropy to Do the Most Good” that appeared in the September 7th edition of The New York Times. The article is about Princeton professor Peter Singer, who won the 2021 Berggruen Prize, and […]
As financial advisors with nearly four combined decades of wealth management experience, we’ve seen firsthand the challenges that money management and personal finance pose for consumers. Whether it’s saving for retirement, funding the cost of education, paying down burdensome student loans, or establishing an emergency fund, money is the second most common cause of stress […]
International Women’s Day is March 8. It’s a day that resonates with me personally as a terrific opportunity to reflect on my own career journey, as well as honor those women who have blazed a trail for current and future generations of female leaders. When I was beginning my career in North Carolina, there were […]
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 […]
It is a difficult subject to think about, but as those we love age, some begin to experience cognitive decline, and once-routine financial tasks, like paying bills and keeping up with bank statements, can to become increasingly challenging. The onset of cognitive decline does not necessarily mean that mom and dad require full-time help, but […]
In today’s day and age with the growth of technology, more and more people are interacting with one another online. With this surge also comes the necessity to make sure we are being careful with our personal and financial information. Cybersecurity is crucial now more than ever and it’s not just for the tech savvy […]
This April, thought leaders gathered at Make It Better’s third annual Money, Values & Impact summit to share their thoughts about how to maximize social impact without sacrificing capital gains. Convening at Chicago’s Four Seasons Hotel, the curated lineup of presenters spoke to some 170 attendees, including investors and civic leaders, about the changing landscape […]
Savvy people know that doing the same thing over and over can get you the same result. These days it may not be the result one desires. Our ever-changing global economy requires a more proactive approach than ever before. As soon as affairs are left to chance for a few months or a few quarters, […]
The world’s population is expected to increase by as much as 33 percent by 2050. In a few decades, there may be an additional 2.5 billion consumers utilizing the same essential resources we depend on today. At the same time, demand for these resources is expected to rise at an even faster rate, as people […]
