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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.

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.

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New Study Finds Investors Think About ESG Differently Depending on Performance

The increase in demand for socially responsible investing has been documented in numerous studies in recent years. However, a new study found that ESG investing is very sensitive to economic stress and income shocks. When there is an economic shock, the demand for ESG investing decreases accordingly. This study explored investment demand for ESG just prior to and after the COVID pandemic.

The results found that during a suspected or actual downturn from an economic shock, such as the global pandemic, investors are more likely to be concerned about risks. Some investors may even perceive ESG as unsustainable or costly if they are primarily concerned about forfeiting their returns. However, demand for ESG investments remained relatively steady for institutions like pension funds.

Speaking with a qualified investment professional about your overall strategy and when it makes sense to alter it based on concerns regarding the bigger economy is valuable. Our knowledgeable team of financial professionals will help you decide when ESG investing makes sense and how to incorporate it into your overall strategy.

When you’re intentional about how you want to invest and which companies you want to invest in, you’ll feel more peace of mind about your financial strategy and a greater willingness to do everything you can to remain on top of your own financial goals and milestones.

You should not have to worry about every aspect of financial planning and strategy on your own. Working with the team at Shah Total Planning puts you in the best position to remain aware of changes in the market and options available to you at that point in time.

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