Stepping back from your business requires as much hard work and planning as it took to build it.

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

A non-profit spending policy is unique to that organization and reflects their mission, values, needs and goals. In this article we explain why a nonprofit spending policy is important, and how it can provide clarity in uncertain times.

The term “spending” often gets scrutinized for the sake of saving and investing. Creating a values-based spending plan offers an opportunity for financial empowerment, intentionality, and fulfillment.

The Etergino Group has worked with clients to specifically address racial inclusion and diversity by investing with women- and minority-owned asset managers.

ESG investing in 2020 is off to a roaring start as more investors are adopting the Etergino Group’s philosophy of "Connecting Wealth with Purpose."

Investing in women and girls not only supports gender equality, but also yields higher social and financial returns.