“Wondering How to Spend Your 2020 Tax Return? Consider Investing”

Most of us have mixed feelings about tax season. On the one hand, it typically requires some extra legwork, arithmetic, and in some cases even a little professional guidance to make sure that our finances have been accurately reported. On the other hand, we usually have a fairly significant prize to look forward to at the end of all of that labor: our annual tax returns.

Supporting Financial Wellness in the LGBTQ+ Community

Supporting Financial Wellness in the LGBTQ+ Community

Despite the incredible advances that the LGBTQ+ community has made in recent years, it still faces some unique challenges. A disproportionate number of LGBTQ+ individuals living in the US today routinely struggle to maintain their financial health.

How to Budget for Giving to Charity

Over the past two weeks, hundreds of thousands of citizens have gathered in cities across the US to demand that changes be made to our current policing and legal system. And though the Black Lives Matter movement is only just getting started, it has already managed to capture the attention of the entire country - and the entire world.

Should You Open a Roth IRA or Traditional IRA?

2020 Tax Filing Deadline Extended: 

In an effort to support individuals and businesses during the COVID-19 pandemic, the federal government has extended this year’s tax deadline to July 15. That means that Americans still have another month to file and pay their federal income taxes for 2019.

Investing 101: What is Private Equity Investment?

Every time we think about investments, we are biased to think immediately about the stock market. And for many people around the world, this is the only way to have access to a company's ownership. What if I tell you that there is a vast world of investments in non-listed-in-stock-market companies? This parallel universe of investments is known as Private Equity.

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