ESG Investing – What is our 2021 plan?
Exciting things are happening in this space for 2021. When review the attachment you will note there are many approaches to ESG investing. The green […]
You Need a Cohesive Wealth Management Team. Here’s Why.
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because […]
3 Things That Will Make 2021 an Improvement
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change […]
Covid Tracker 12.18.2020
The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the […]
Crypto Assets 2020 – What’s the Story for 2021?
The past year has been transformational for Bitcoin and the crypto asset market. Markets are up 80%+, large institutions are starting to invest, and major […]
Tax Planning in an Election Year
It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans […]
Covid Update for this week
Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily […]
360° Market Commentary
The MarketsLast week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President […]
COVID TRACKER – UPDATE
Once again there is news from the fear reduction department at 360 Family Office. Two things that stood out this week…the CDC says that for […]
Know how the election outcome will impact your financial well being…
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My […]