Let’s look at the growing demand of ESGs in today’s markets. As ESG funds separate from the negative screening associated with SRI funds, there is a growing demand for ESG…
Tag: Financial Advisor
Servignat Says: You Deserve to Retire on Your Own Terms
As an Investment Advisor, it’s our job to help clients plan how to pay for their lifestyle after they retire, given their goals, expected longevity, inflation and the rising cost…
5 Smart Ways to Spend Your Tax Refund
If you are getting a tax refund check this Spring, you may be tempted to follow that popular meme that says “Life is short. Take the trip. Buy the Shoes.…
Servignat Says: The Rise of Responsible Investing
With $8.5 trillion invested in ESGs in 2016 and a +33% growth since 2014, responsible Investing seems to finally be entering mainstream investment strategies.
It's 2017: Do You Know Where Your Life Insurance Policy Is?
If you own a car, unless you’re living in New Hampshire, you’re required to buy car insurance to protect your vehicle against accidents. Own a…