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.

Values in action (5)

hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

 Jul 08, 2024 |RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

Read more
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.

Read more
two people drawing

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.

Read more
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.

Read more
Father holding daughter in the air

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.

Read more

A minute with Ann Marie

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Articles by The Etergino Group

Archives