Perspectives

Explore our thought leaders’ latest insights and ideas.

The Gift of Money: a present that fits everyone

The Gift of Money: a present that fits everyone

Planning to give a monetary gift? Money can be an easier option than trying to find the right present for that hard-to-buy-for person.
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The ABCs of ESG: evaluating the social practices of a company

The ABCs of ESG: evaluating the social practices of a company

You may have heard of ESG investing, but what is it really? While the Environmental component of ESG is often clear and easy to understand for individual investors, the factors considered for a Social rating can be less obvious.
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The Financial Planning Process: a journey as important as the destination

The Financial Planning Process: a journey as important as the destination

When you begin considering a vacation, you might open a mapping app and start calculating the best route to your destination. The planning instills a sense of excitement. In the same way, the act of developing a personal financial plan can provide as much value as the plan itself.
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ESG Investing: Balancing a need for return with a desire for sustainability

ESG Investing: Balancing a need for return with a desire for sustainability

Environmental, Social and Governance (ESG) investing has gained popularity in recent years as both individual and institutional investors are embracing sustainable investing and integrating ESG analysis into the investment decision-making process. There is also evidence that aligning investors’ desire for return with the needs of other stakeholders, including customers, employees, and local communities, can be a winning combination.
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6 Questions to Ask Yourself When Building a Budget

6 Questions to Ask Yourself When Building a Budget

Have you taken the time to create a personal budget? If not, you are not alone: only one in three Americans prepares a detailed household budget. But as you begin to travel the road toward financial success, you will find that goals are easier to reach when you start with a map.
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Foundation of Support: Special needs mean special planning

Foundation of Support: Special needs mean special planning

While all parents are concerned for their children’s well-being, parents of children with special needs face additional challenges in planning for that person’s long-term care and financial support. Early planning and extra consideration can help alleviate fears and produce a strategy that reduces stress.
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Combining Communication, Creativity and Finance

Combining Communication, Creativity and Finance

Head of Investment Banking Rory McKinney shares his advice on team management, day-to-day partnership, and building successful relationships.
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When Function Meets Fashion…Designer Labels Get Comfortable?

When Function Meets Fashion…Designer Labels Get Comfortable?

In a world where athleisure reigns supreme, designer brands have been faced with challenges as consumers gravitate towards value and comfort, particularly in the area of footwear. Athleisure’s influence on fashion, combined with overproduction and a consumer shift to online shopping, have all contributed to struggles for fashion/apparel companies over the last few years. But with a more direct sales strategy and a focus on innovation, non-athleisure brands have been recovering.
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Passenger Economy

Passenger Economy

As autonomous driving and electric vehicles gain relevance, the business model for the auto industry is transforming, and technology companies are taking a fresh approach with the idea of shared mobility.
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Flying Solo: What it means financially

Flying Solo: What it means financially

Living life as a single adult can be empowering for some, stressful for others, and a nonissue for everyone else. Single people possess freedoms, but with those freedoms can come restrictions in the form of financial vulnerabilities that married or partnered people may not have.
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