Twelve points Blog
Chris Cahill Earns New Philanthropy Designation
Twelve Points Wealth Management’s own Chris Cahill has earned the Chartered Advisor in Philanthropy ® professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides nonprofit and financial
Balancing Debt & Savings for Young Professionals
Millennials do things a little differently from the previous generation, and that includes their financial habits. Twelve Points Wealth Management has two quick tips to help Millennials make the right decisions.
Investing for the Future: The Trade-offs of Investing in Environmentally Conscious Retirement Funds
Sustainable investing means more than going paperless with your monthly statements. It means that you are putting your money to work with managers who understand and subscribe to socially responsible investing (SRI). There are a growing number of funds who consider the environmental,
Getting Your (Personal Document) House in Order
While financial planning and investing services are the most prominent aspects of wealth management it’s important to note the smaller steps on the path to financial success. It is essential clients have their personal documents in order before financial planning occurs.
Finding the Forgotten
According to CNN, Federal agencies and other organizations collectively hold “more than $58 billion in unclaimed cash and benefits”. You may have rights to unclaimed property and benefits you didn’t know existed.
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