The Leaflet
Inheritance, financial planning, investing, and philanthropic news
First Quarter 2024 Stock Market Performance and Economic Outlook
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Listen or watch this easy-to-digest 8-minute recap covering the biggest news your NEED to know.
The Truth About Impact Investing
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on greenwashing in impact investing, the difference between impact investing and ESG, and return expectations for impact investments.
How To Invest An Inheritance
A guide through the process of investing inherited wealth. Get insights into financial strategies, the emotional aspects of managing new wealth, and the importance of finding a trusted partner to help navigate your new financial landscape.
What is ESG Investing?
Hearing about Environmental, Social, and Governance (ESG) investing but don't really understand what ESG investing means or if ESG investing is good? Learn everything you need to know here.
Impact and ESG Investing Across Public and Private Markets
Read transcript highlights or listen to the full episode to hear Katherine Fox and Josh Hile’s discussion on the difference between impact investing, ESG, and SRI; impact investing in the stock market versus private markets; key issues with ESG investing; impact investing and risk versus return in public and private markets; and how quarterly returns can work against investor’s impact goals in public markets.
What to ask about Inherited Stock Held in Trust?
Inheriting stock may enable you to experience financial freedom and live a life that you thought was beyond your dreams. But if you aren’t able to understand the size and holdings of your trust or feel like your trustee has become a financial babysitter, it can be hard to feel confident in your vision for the future.
What to ask a Financial Advisor about Inheriting Stock?
Many people who inherit stock positions need support from a financial advisor, but it can be difficult to know what questions to ask, especially if your advisor doesn’t specialize in working with inheritors.
What Inheritors Need to Know about Concentrated Stock Positions
Inheritors dealing with a concentrated stock position will have a different set of questions and concerns than those who built or grew a concentrated stock position during their lifetime. Get the scoop on the tax consequences of inherited positions, how to diversify inherited holdings, and the risks and benefits of holding concentrated stock positions.
Why everyone was wrong about the stock market in 2023 and what it means for 2024
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch this easy-to-digest 7-minute recap covering:
What happened in 2023 and why everyone was wrong
What experts are expecting in 2024
Why I don't put too much stock in expert opinions
3 essential financial planning tasks for January 2024
5 Ways a Financial Advisor can help you Plan for Inherited Wealth
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
10 Questions for Financial Advisors
Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.
Managing Concentrated Stock Positions
Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.