The Thompson Wealth Management Group
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.
Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.
Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.
As companies strive toward net zero, responsible investing opportunities continue to increase.
With so many transactions taking place, the holiday season is prime time for criminals.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
Health care is a difficult conversation, but planning now can help take the sting out of medical bills.
Getting millennials to remain focused on a retirement that could be 40 or more years away means a delicate dance between planning for the future while paying for today.
Keep risks and taxes in mind when planning how to generate income in retirement.
Rising interest rates may have created new opportunities for fixed income investing. Learn more in the new issue of Investor’s Edge.
’Tis the season for giving. Americans give nearly $500 billion to U.S. charities each year, according to Lilly Family School of Philanthropy, and Double the Donation reported that 30% of all annual donations are made in December.
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