Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Rainy day at London Tower Bridge Global Insight Outlook 2024

Global Insight 2024 Outlook: United Kingdom

Nov 30, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

Stagflation risks and a likely general election suggest a volatile environment in 2024.

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Fab worker holding semiconductor wafer

The chip industry’s reshoring revolution

Nov 10, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

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pencils and graphs

What is a non-profit spending policy, and why is it important?

Sep 27, 2023 |Ann Marie Etergino & Kristin Pfeiffer

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.

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Creating a values-aligned spending plan: A path to intentional wealth management

Sep 11, 2023 |Ann Marie Etergino

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.

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Confident black woman with glasses looking directly at camera

Investing for Racial Diversity

Sep 08, 2020 |AnnMarie Etergino

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

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Two hikers standing at the top of a mountain with their arms raised in victory against a blue sky

Roaring 2020 – The year ESG reaches its tipping point?

Feb 27, 2020 |The Etergino Group

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."

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Investing in the power of women

Dec 04, 2019 |The Etergino Group

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

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A minute with Ann Marie

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Articles by The Etergino Group