Most people think their financial life begins with their first paycheck or first investment account. In reality, it often begins much earlier. Our beliefs about money are shaped quietly, through observation rather than instruction. We absorb how money...

Nearly $100 trillion is expected to change hands over the next two decades. But there is one question that families are thinking about: Will not just our wealth, but our values travel to the next generation? For decades, we've talked about wealth transfer...

We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.

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.

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