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Measuring the Value of a Financial Professional
Measuring the Value of a Financial Professional Sgroi Financial What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s...
Investing in Your Beliefs
Investing in Your Beleifs Sgroi Financial It’s not uncommon. Many a well-educated, socially conscious, environmentally friendly investor winds up buying shares of companies whose beliefs and business practices are far removed from their own. Why? Often investors...
Making a Charitable Contribution
How Much Do You Really Know About Extended Care? Sgroi Financial Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating...
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