March 2021

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The American Rescue Plan was signed into law on March 11 and there are several provisions that create tax planning opportunities. Here is a review of the most significant provisions for individuals.
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Over the past several years, the idea of an investment strategy designed to promote a healthy planet and population has moved from being a niche project into the investing mainstream. You can invest in funds that align with a variety of environmental and social goals: companies with female CEOs, companies that promote anti-racism, carbon-neutral companies – there are endless possibilities. So what exactly does “sustainable investing” mean? And how should we define success when the goal is more than simply building wealth? Can we meet environmental or social goals without compromising the fundamentals of prudent – and successful – investment practices? Today, I want to look at one definition of a “sustainable” investment strategy. Understanding what it is (or can be) is important if you want to consider incorporating such a strategy into your own investment program.

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