Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions. As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned.
2021 Q2 Quarterly Report: Trends in Sustainable Investing
Leigh Bivings, Ph.D., CFP®, CDFA™
July 19, 2021
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,
