by Matt Shapiro | Jul 9, 2019 | Giving Back
You’ve worked hard to accumulate wealth and find success throughout your life. Giving back to important causes can be great, fulfilling way to use some of that money. Tax savings are just an added bonus on top of the personal satisfaction of helping others. We...
by Matt Shapiro | Jul 9, 2019 | Giving Back, Investing
In today’s trendless market, it’s even more important to own individual companies that have real growth and social value. Social choice is a critical factor for our clients and part of our investing strategy. Many of our clients find that it’s important to...
