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Showing posts from November, 2022

Sustainable Investing Defined

  Hello wonderful people, Cyril White, Certified Financial Planner ™ with Four Financial Management.  It is my mission to help as many of you be come as wealthy and as healthy as possible!    My clients are driven by their very strong personal values and goals . They aim for strong financial performance, but also believe that their investments should be used to help contribute to advancements in social, environmental, and governance practices. They may actively seek investments that are likely to provide important societal or environmental benefits.   Sustainable, responsible, and impact investing (SRI) is rapidly growing in the United States and in many regions around the world. The institutions and individuals practicing one or more strategies of sustainable investing share a desire to achieve long-term competitive financial returns. They embrace SRI strategies to manage risk, fulfill fiduciary duties, or generate social and environmental benefits. As a result, they consider envir

Do you have enough insurance?

  Hello. Awesome, amazing, wonderful people. Cyril White, certified Financial Planner with Four Financial Management, where it is my mission to make as many of you as healthy and as wealthy as I can. I wanted to talk about a very serious topic with you today, which is do you have enough life insurance or asset or disability insurance to cover your loved ones if something bad were to happen to you? Unfortunately, it seems like there are a lot of illnesses and a lot of deaths going on in our world right now and you want to definitely make sure that you if something should happen to you, whether you're disabled, which there actually is more probability that you become disabled and can't work, versus dying abruptly, that your loved ones are covered. I've been doing this a long time. I've had many clients, friends and family members die, as I'm sure many of you have and I've seen a million dollars in life insurance for a family be dissipated very quickly. You might t

Ann Arbor Rotary Club Environmental Action Committee Meeting at Ann Arbor City Hall

  I attended a great meeting today of the Ann Arbor Rotary Club Environmental Action Group at the City of Ann Arbor City Hall to learn about all the great sustainability initiatives they have going on like 10,000 Trees, Aging in Place and the Circular Economy! Great stuff! What small thing can you do to make our world a better place? #sustainability #circulareconomy #environmental #esginvesting #sustainablefinance #sustainableinvesting #rotary #rotaryinternational #rotaryclub For 25 years I have helped families work towards their financial goals!    Please contact me at (734) 725-2119 or if you have any questions or if there is anything we can assist you with!    This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks includi