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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.

Values in action (4)

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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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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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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Articles by The Etergino Group