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Important IRS Update: Significant Interest Penalty Increase for Tax Underpayments
The Internal Revenue Service (IRS) has recently announced a critical change that could significantly impact taxpayers who underpay their taxes. This update is particularly relevant as we approach the next tax filing season. Previously, the IRS charged a 3% interest penalty on estimated tax underpayments. However, this rate has now been increased to a substantial
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Will Inflation Hurt Stock Returns? Not Necessarily
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns. Since 1993, one-year returns on
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Maximize Your Charitable Impact with These Four Strategies
As the year draws to a close, it’s a perfect opportunity to rethink how you give to charity. This is important for managing how much tax you pay and how much help reaches those in need. Here are four effective strategies: Need Guidance? Reach Out to Us! These strategies are just a starting point. There
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Just How Popular Is ESG Investing?
If you’ve been thinking about getting into socially responsible investing, also known as sustainable investing or impact investing, this refers to investing in those companies that prioritize environmental, social, and governance outcomes. Investments are therefore made with your unique consideration of human and environmental wellbeing in addition to economic returns.
The principles of ESG investing are not new, but there has been a significant expansion of ESG investing options in recent years. The pandemic spurred this forward tremendously, largely due to uncertainty and market disruption. Many investors in 2020 turn to ESG funds because of concerns about resiliency. In fact, the first few months of 2020 saw over $45 billion flowing into these funds.
It is predicted that in addition to the $30.7 trillion, currently sitting in sustainable investment funds around the world, this will increase to around $50 trillion in the next few decades. There are many different factors contributing to the surge in ESG investing, growing concern for environmental issues, the heightened engagement of groups who were not previously involved in traditional investing, such as women and young people, and more complex supply chains are just a couple of the factors driving changes in ESG investing.
If you have questions about making ESG investing work for you, set aside a time to meet with our team. We’re here to guide you through the process of making sure that you’re still working towards good returns while also investing in companies with socially and sustainably responsible initiatives. Contact us today to learn more.