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Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.