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Month: June 2020

Are Your Investment Decisions Making the World a Better Place?

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Consider the Growing Trend of Impact Investing

One of the most exciting aspects of impact investing is that there are so many choices. Whether you’re interested in stocks, bonds, or real estate, investing allows you to weigh your options and build the portfolio that best fits your interests, needs, and level of risk. Of course, the end goal is to secure your financial future.

What if you want to accomplish more than that, though? What if your goal is not just to make money, but also to better society in some way?  Recently, an increasing number of clients have asked me about an exciting new trend that accomplishes just that – impact investing – which we’ll explore in detail below. Although you can take a “do-it-yourself” approach using the information shared here, this is an area best navigated with the guidance of a financial advisor with experience in this area.

If the idea of building your portfolio with purpose appeals to you, below you’ll find a few of the decisions you and your financial advisor will explore.

impact investing, personal finances, wealth management

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Eight Considerations When Passing an Inheritance to Your Children

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Deciding to Provide for Heirs Can Impact Many Financial Decisions

Regardless of the industry you’re in or the type of career you have, there is one thing that rings true for most people: the ability to leave an inheritance behind for your loved ones feels like the ultimate measure of success. As you’re toiling through years of hard work and financial sacrifice, it is gratifying to know that your strategic efforts will culminate in a financial legacy for your children that can provide security and peace of mind.

While there is much emotion tied up in the decision to provide an inheritance for your children, you’ll want to be sure you go about it in the right way. This single decision can impact all of your financial decisions, including how much you put into savings, the types of retirement plans you utilize, and how or when you take distributions.

In order to ensure you properly cover all your financial bases, here are eight considerations for passing an inheritance to your children.

inheritance, personal finances, wealth management

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Seven Steps to Finding the Best Financial Advisor

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It’s crucial to find the right person for your family.

Hiring a financial advisor means taking on an expert partner in financial planning so that you can have peace of mind as you pursue your financial and life goals. It should be a long-term decision, and one you don’t undertake lightly. After all, it’s akin to hiring a chief financial officer for your family, so your financial advisor has to be someone you feel you can trust and work with for many years to come.

Given the importance of finding the right person, you should take your time before making a selection. Here are seven steps to take as you move forward with your decision.

financial advisors, retirement planning, wealth management

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.