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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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Incorporating ESG and Sustainability in Your Investing Strategy
Do you want to achieve multiple goals with your investment plan? You’re not alone. Increasingly, people want to feel good about the companies they’re investing in beyond expecting a positive return financially. There’s a lot more that goes into running a company, and investors today care about what’s happening behind the scenes and the sustainability efforts of companies.
More people are conscious about supporting businesses and causes they care about with their investment strategy. One study from Aviva Investors found that 90% of investors currently consider sustainability and ESG when making real asset investments. 17% of those investors consider ESG a critical factor.
More than 500 global institutional investors were evaluated in this study, and more of them are interested in capturing ESG impacts. ESG simply refers to environmental, social, and governance investing to balance out your portfolio more ethically. In addition to financial factors you might consider in deciding which companies to invest in ESG adds a further lens to look at non-financial factors related to the company’s sustainability.
Some examples include things like executive pay, air water pollution impacts, data security, political contributions, human rights, waste management, customer satisfaction, water usage, internal corruption, and lobbying.
Working with a team of advanced financial professionals can help you to evaluate your overall portfolio and to decide to what extent you wish to incorporate ESG strategies. We are very familiar with helping people navigate this process and choose an ESG or other investing strategy that helps support you now and well into the future, while also incorporating your personal goals, vision, and values.