Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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The Proper Wealth Team
David Grulich
Financial Advisor | Partner
Robin Vernon
Financial Advisor | Partner
Nick Chason
Financial Advisor | Partner
Katherine Nerona-Balog
Client Communications | Marketing
Martha Clemons
Client Support
Emily Warren
Client Support
Sara Martins
Client Support
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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