We believe that financial education helps to inspire and support our clients so they can pursue what is next in their journey with confidence. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge not only to our clients, but also to prospective clients, business partners, and friends in our local communities. The Colony Group has partnered with Worth Magazine to provide expert insights on topics most important to those communities we serve.
How can thematic investing help individuals and families align their values with how they invest their wealth?
As people seek to align their values and beliefs with their desire to have a greater impact on the world’s most important environmental and social issues, thematic investing is becoming an increasingly popular option.