Investing with Intent – Winter 2022

Indigenous Representation Matters by Sylvia Panek, AIF®

Moves to Make Before Tax Time by Kirbie Crowe, AIF®, CFP®

The Deal with Donor-Advised Funds by Brady Quirk-Garvan

Shareholder Advocacy Review – Winter 2022 by Michael Kramer

Market Report – Winter 2022 by Scott Secrest, AAMS®

In the News – Winter 2022

 

Download a full PDF copy here: Investing with Intent – Winter 2022

Photo credit: “T.V. Indians” © Cara Romero. 2017. All rights reserved. cararomerophotography.com