Holiday Sweaters May Be Ugly, Finances Should Not Be

It is the holiday season – a time of bright decorations, sweet treats, and ugly sweaters at festive occasions. But as we all know, a hero’s work is never done, so before you sign off from advising for some well-deserved personal time at the end of the month, here are four important conversations you should prepare to have with your clients in 2023.

Blog series: You’re missing the point
Make it Personal: Impact in the Public Markets

Every year on “Giving Tuesday,” the global day of giving following some of America’s annual two largest shopping days (Black Friday and Cyber Monday), I donate to a research hospital that is working on treatments for a rare form of cancer that my mom was diagnosed with in 2013. While she’s lucky they caught her cancer early, most are not, and making a small annual donation towards a cure feels like the least I can do to make an impact.