A client once said told me that I should have “On the other Hand...” chiseled into my headstone. “You have more potential problems and solutions than I could ever think of!”
Pushback Against ESG will Cause Higher Interest Rates in a Texas City
October 17, 2022
The Texas attorney general’s office has refused to approve the sale of municipal school district bonds to UBS Group after the State Comptroller placed the firm on a list of companies that they consider to be boycotting the energy business due to ESG (economic, social, and corporate governance) considerations.
Client Profile: Judith Paul - A Portrait of Non-Material Wealth
October 4, 2022
When she was just a few days shy of 19 years old, Judith Paul gathered up a suitcase worth of belongings and boarded a plane from Haiti to New York, bound to re-unite with parents who’d already been in America for years.
In May 2022, Jasper Pellets filed for Chapter 11 bankruptcy citing financial difficulties after a contract dispute with a distributor. This is noteworthy for a few reasons but hits close to home for me, and came to my attention because, as most of you know I smoke meats on a pellet smoker but also because of the municipal bond implications.
As the summer vacation season begins to wind down Tote Bag is settling into a new routine of staying closer to home. We at Worthington Wealth Management want to remind you that our Tote Bag Travels event isn't just for your vacations! Whether you're going to the grocery store, heading to a farmer's market, or even just enjoying a fall evening on the patio - we want to see you enjoying yourself with Tote Bag!
Anthony LaMacchia joins Worthington Wealth Management in June of 2022 taking on a role focused on Portfolio Construction and Analysis, the fulfillment of a lifelong goal of working in the securities industry.