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Wealth Management

Brandon McCormick
In Wealth Management

What To Do with Inherited Money

Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it. So, you’ve inherited money. Depending on the circumstances, it may have been expected or unexpected, and it may or may not have come with a great deal of heartache. Nevertheless, too few...
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Will O’Rourke
In Financial Planning, Wealth Management

How Private Equity Works

When investment options that are most accessible to the investing public seem volatile or uncertain, investors may look to other options that are independent and uncorrelated to the stock and bond markets. Private equity provides an opportunity to gain exposure to alternative investments that are not available on public financial markets. Because the performance of an alternative investment in something...
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Will O’Rourke
In Retirement Planning, Wealth Management

What is ESG Investing?

Investment choices made based on environmental, social and governance factors are becoming exponentially popular. The growing interest from retail investors and institutions is becoming too big to ignore. So, what is it, and how will it affect the future investing landscape? ESG investing gives investors the ability to promote change in publicly-traded companies, either directly or through sustainable exchange-traded funds...
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