Saving the planet is not a one-person job, but each of us can contribute in different ways. Some enjoy a socially-conscious investing style called SRI. Find out if it’s right for you.
EKS Associates
Family Wealth Planning, Firm News
EKS Advisors Offer Two New Classes at Princeton Adult School This Fall 2019
Read about the two new classes that EKS is offering this fall at the Princeton Adult School.
Should College-Bound Kids Have Their Own Credit Cards?
Handing a credit card to a young adult can make a parent nervous. But there are tangible benefits to consider, especially when sending your kids off to college.
Why the Fed Cut Rates and What it Means
The Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut was expected; but was it enough, and where is the Fed headed from here?
Why the Federal Reserve May Cut Rates, and What it Means for Your Portfolio
The Federal Reserve Open Market Committee has met and decided not to change interest rates. They are, however, considering a future rate cut. Here is why this is a curious move.
Darren Zagarola Elected President of the Board of Directors of Princeton Adult School
Congratulations to Darren Zagarola on being elected President of the Board of Directors of the Princeton Adult School. Learn more about how Darren plans to help.
Howard Hook Joins Forbes Finance Council
Howard Hook has been invited to join the Forbes NY Finance Council. Read more about this exclusive organization.
Don’t Let Your Family Fall Apart After You’re Gone
We invest time in our families trying to ensure that our heirs live healthy, prosperous, and loving lives, long after we’re gone. But death can bring out the worst in people. Here’s how to ensure your money and legacy do not leave your family in turmoil.
Does Work Ethic Fade with Inheritance?
Will you leave your assets to your heirs? Do you worry if an inheritance will impact them negatively? This article discusses how to determine how much to leave loved ones, and if that money should come with strings attached.
Use Discipline to Become a Middle-Class Millionaire
There aren’t many shortcuts to becoming wealthy. Regardless of its source, saving and investing properly are still the keys to its longevity. Learn some strategies that create middle-class millionaires.
Charitable Giving Strategies, Family Wealth Planning
How Your Charitable Giving Priorities Can Impact Future Generations
Living a good life involves many things, including having a satisfying career, strong family ties, good friends, and hobbies you enjoy. Leaving a legacy may be part of what you desire; and charitable giving is a way for us to show future generations the importance of improving the world around us. Learn the importance of having a charitable giving strategy you can communicate to heirs.
Your Financial Values are an Important Part of Your Legacy
You may plan to pass along some of your wealth to your heirs. But what about your values? Do they understand and share what’s important to you? Do they understand how to handle the opportunities and responsibilities that come along with some level of wealth? Learn how to convey your financial values to the next generation.












