Over the past few months we have been working hard to expand our Values Based Investing platform. We are passionate about giving clients the opportunity to align their values with their investment portfolios. We do it with every other aspect of life, so why shouldn’t we align our financial resources with our values as well.
After being stuck at home for so long, many of us have plans to go on vacation this year. Whether it’s out of state or out of the country, we sometimes fail to recognize the importance of travel insurance.