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.

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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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A minute with Ann Marie

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Articles by The Etergino Group

Disclosures

Ann Marie Etergino, NMLS # 1622449 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.