Wealth Management Blog - Assante Sana Family Office

16

Sep
2021

by John Lawson September 16th, 2021 in Money Tips

If you weren’t aware of ESG investing before, chances are, you started hearing more about it after the onset of COVID-19.

01

Sep
2021

Portfolio Construction: What’s Driving the Economic Recovery?

by Assante Wealth Planning Group September 1st, 2021 in Money Tips

Now past the halfway point of 2021, we’d like to review what drove performance in the first two quarters – and what areas struggled to keep up – as well as highlight our market outlook for the second half of the year.

25

Aug
2021

Duties of an Executor

by Assante Wealth Planning Group August 25th, 2021 in Money Tips

An individual who has been asked to serve as an executor of an estate should be fully aware of the nature and extent of the duties and responsibilities that would be involved in administering the estate.

Wealth Management Blog - Sana Family Office