THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Do you need a financial advisor after getting an inheritance?
Everything inheritors need to know about hiring a financial advisor. Learn when you NEED professional help after getting an inheritance and discover how a financial advisor can help you use inherited wealth to redefine and realize your life goals.
What should you do after inheriting investments?
5 ESSENTIAL steps inheritors need to take after inheriting investments. Learn how to transfer assets into your name, understand the tax implications of inherited assets, and build a plan to manage, grow, and give inherited assets in line with your values and long-term goals.
2nd Quarter Stock Market Review and What Comes Next?
Want to know what's going on in the market but don't have time or patience for jargon, charts, or graphs? Watch or listen to my 5-minute market recap covering all the information you need to know.
Everything Inheritors Need To Know About Impact and ESG Investing
Everything inheritors need to know about impact and ESG investing and how you can create positive impact while growing your wealth.
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.