Why every investor has to be more climate aware

What makes for a “climate-friendly” portfolio? For advisors and investors, the answer isn’t always straightforward.

One popular responsible investing strategy is to screen out companies, funds or entire industries associated with high greenhouse gas emissions and poor environmental, social and governance (ESG) performance. The flip side is positive screening to find companies that score well on ESG measures.

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Tax Planning

Tax planning can be also complex and hard to understand, because everyone's situation is unique. Below, we look at different financial situations and how we'd suggest each person proceed to get the most favorable result.

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