Proxy Vote Update: Nordson Corporation
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting
February 5, 2025
Proxy Vote Update: APPLE INC
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF
January 29, 2025
Proxy Vote Update: Amana Funds
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting
February 5, 2025
Proxy Vote Update: The Timothy Plan Funds
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF Voting
January 29, 2025
Special Needs
Should I Use My Investment Advisor to Manage My Special Needs Trust?
BLOG > NEWS Finding the right trustee for a special needs trust requires careful consideration of multiple factors. One of the challenges families with children
December 17, 2024
Proxy Vote Update: PIMCO FUNDS AND EQUITY SERIES
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF Voting Results:
November 14, 2024
Education
How to Have More Meaningful Money Conversations That Can Really Pay Off
BLOG > NEWS When was the last time you talked about money? Who do you trust enough to discuss your finances with? For many of
November 18, 2024
Proxy Vote Update: MFS Value Fund-Class A
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting
November 13, 2024
Proxy Vote Update: MFS VALUE FUND-CLASS I
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting
November 14, 2024
Education
10 Common Money Mistakes to Avoid to Secure Your Financial Future
BLOG > NEWS Managing your finances can feel overwhelming, especially with so much readily available information. However, avoiding common money mistakes can pave the way
November 6, 2024
