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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Bank of America Study Reveals What’s Important To Younger Investors

Are you a younger investor who hasn’t yet had the opportunity to work with an experienced and qualified financial professional? Our team is here to help guide you toward reaching your short-term and long-term goals. You need someone who understands and respects your various investment and savings goals and someone who will work with you to accomplish those goals, even if your intentions change throughout your life.

A recent study from Bank of America found that younger and investors are looking at greater alternatives than other generations.

They’re also more focused on digital assets and sustainability to help create wealth. In this study, 75% of younger investors say that they believe it’s possible to get higher than average returns only with traditional stocks and bonds. The biggest share of personal wealth in the United States will be transferred up through 2045, representing an estimated $84 trillion in wealth. Younger generations are exploring new investment strategies and may continue to do so as they inherit this wealth. 80% of young investors are looking to alternative assets, and the ownership of sustainable investments has doubled since 2018.

Nearly three-quarters of millennials use sustainable investments, typically as part of an ESG strategy. Working with our investment team on your own ESG strategy is very valuable for supporting your personal goals now and in the long run. Make sure to speak with an experienced financial professional about what you hope to achieve and why sustainability and other aspects of your investments are important to you.

Ready to work with us? Reach out today to learn more about how to incorporate ESG considerations into your investment strategy.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more