All Posts By

Lauren Martin, CFP®

impact investing

Impact Investing: Why it Matters for Investors

By and Guides & Whitepapers
Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper, Managing Director Glen Macdonald and SVP Lauren Martin explain what it is, why it is important to investors, and how it can be integrated into your financial plan. Impact investing is on the rise among investors around the world, so much so that The World Economic Forum, Barron’s and leading Wall Street money managers alike have all pronounced that “impact investing has gone mainstream.” This view is backed by evidence of growing demand among investors: at the beginning of 2018, assets under management in the…
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female advisors

The Wealth Management Experience for Female Advisors & Clients

By , and Blog
Perspectives from Women Advisors at Wealthspire Advisors As we observe International Women’s Day on March 8th, there is a lot to celebrate as gender gaps continue to be closed. 51% of women report they are the “CFO” of their household, and 62% of women report either being the main or co-breadwinner in their family. At the same time, it’s no secret that financial services industries continue to be male-dominated. Female financial advisors make up only 17% of the industry and women advisors account for only 23.3% of all Certified Financial PlannersTM (CFP®s). What’s reassuring is that the tides are starting…
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impact investing

Introduction to Impact Investing: History, Strategies, and Trends

By Blog
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways to implement their desired investments. As part of those options, the rise of impact investing has created some fundamental changes in how investors view their asset portfolios. Assessments of a corporation’s performance on environmental, social, and governance (ESG) criteria have made it easier than ever for investors to align their personal values with their investment portfolios, and many have chosen to do so. Impact investing started as a means for organizations to avoid those areas that directly conflict with their…
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QCDs

Developing Charitable Goals with a Personal Mission Statement

By Blog
Focusing Your Charitable Activities for a Lasting Impact For many wealthy individuals, charitable donations and philanthropic activity serve as meaningful ways to support causes you are passionate about. It is also common for philanthropy to increase in importance either after a liquidity event or retirement. While contributing monetarily to non-profit organizations is an effective way to earn tax deductions and reduce the size of your taxable estate, the most important reason most people give for their charitable inclinations is a desire to effect real change in an issue about which you feel strongly. Philanthropy can be overwhelming. Donors are bombarded…
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