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In this MCM Video Insight, Phil Kirshman, Director of Impact Investing at Manchester Capital Management, introduces impact as a third variable in the risk and reward equation. He discusses the definition of impact investing, the different ways it is approached, and how it can be integrated into an investor’s portfolio including some current opportunities. Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to sell or a solicitation to buy securities. The opinions expressed herein represent the current, good faith views of the speaker at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. The information presented herein has been developed internally and/or obtained from sources believed to be reliable; however, neither the speaker(s) nor Manchester Capital Management guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions,...
05.12.2023
One of the special things about families is that each one is completely unique. Each member with their own lived experiences and interactions, and the context in which the family is embedded, creates that uniqueness. While each member might be familiar with their family’s idiosyncrasies, navigating these can be challenging, especially when it comes to behaviors around money. Family meetings, however, are one of the single best tools families can use when confronted with decisions that will affect all family members and future generations. These meetings can bring a family closer together, foster communication, and help the family plan for the future. In this article we will explore the importance of family meetings and provide guidance on how to make them as productive and enjoyable as possible. Bringing a family together through a meeting signals that there is some shared purpose and reinforces the idea that each family member is...
