Tag: financial planning

Everything You Need to Know About Succession Planning

employees around a table

Whether your organization is large or small, a start-up or an established entity, employees will come and go. When someone leaves your business, it’s important to retain all the knowledge they accrued over time and to plan for someone else to be able to step into their role. This is called succession planning, and it’s integral to preventing knowledge loss and maintaining normal business operations in the face of employee turnover.

If you don’t have a succession plan in place just yet, read on to learn about the steps you should take to develop a plan and ensure its success.

business management, financial planning, wealth management

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Is Impact Investing Right for You?

hand heart

There’s a growing trend among investors – both individuals and institutions – to use their money to effect positive change in the world. For these investors, gone are the days of simply calculating which funds will generate the greatest returns. Instead, impact investors choose where to put their assets based upon their desire to improve the world in some way, while earning money in the process.

Could impact investing be right for you? Well, if you consider yourself a bit of an activist for one or more societal or environmental causes, it could be. Let’s examine the pros and cons of this investment trend.

charitable donations, financial planning, investments, wealth management

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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.