Bay Point Wealth

Environmental, social, and governance (ESG) investing and socially responsible investing (SRI) are both viable strategies to grow your wealth in a way that aligns with your personal values. Before you get started with either approach, it’s important to understand ...

As a high net worth individual, you may face unique challenges when it comes to investing, regardless of whether your assets are liquid (such as stocks and bonds) or non-liquid (such as residential or commercial real estate). This is why it’s important to work ...

How you invest your money is a highly personal decision based on various factors, such as your financial situation and your appetite for risk. Therefore, it’s important to understand your options before you invest in the stock market.

Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also ...