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Breast Cancer Awareness: Here is What You Need to Know
Bobbi Ivanova
Bobbi Ivanova, CFA provides a general overview of Impact investing and how to generate positive, measurable impact alongside a financial return. More specifically, how Simplify is viewing impact investing and their pro bono fund PINK that donates to the breast cancer foundation Susan G. Komen. In addition, Bobbi outlines the healthcare and biotech stocks the fund is invested in and share thoughts on healthcare trends, outlook, and Simplify’s efforts in democratizing access to alternative investments.
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The Benefits of Environmental, Social, and Governance (ESG) Investing
Urban Wealth Management
In recent years, there has been a growing interest in investments that not only generate financial returns but also align with personal values and have a positive impact on the world.
Maximizing Tax Advantages: The Benefits of Charitable Giving
Urban Wealth Management
Charitable giving is a powerful way to make a positive impact on the causes and communities we care about. Beyond its inherent benefits, it also provides significant tax advantages for individuals and families.
The Fixed Income Opportunity: Investing in Today’s Markets
Sonali Pier
In this session Sonali will highlight the potential benefits of rising yields for investors and the important role active management can play in helping investors achieve their financial goals.
Estate Planning and Wealth Preservation: Securing Your Legacy for Future Generations
Urban Wealth Management
When it comes to planning for the future, few things are as important as estate planning and wealth preservation. These crucial components ensure that your hard-earned assets are protected and passed down to your loved ones according to your wishes.
Capitalizing on End-of-summer Sales: Smart Strategies to Save Money
Urban Wealth Management
As summer draws to a close, retailers offer enticing deals and discounts to clear out their seasonal inventory and make way for new merchandise. End-of-summer sales present an excellent opportunity for savvy shoppers to score great deals and save money.
