Episode & Show Notes @:

On this episode of Heir Necessities, I'm launching my new "Investment Tea" series.

First and foremost, I'm an investment advisor. But I *hate* the way most advisors talk. It's all jargon that goes way too deep into topics 99% of people don't care about.

I'm here for something different.

So every quarter, I'm bringing you the Investment Tea.

You'll get a quick, understandable summary of market news, along with the biggest economic and tax changes you need to know about.

Each episode wraps up with the story of one of the companies in Sunnybranch's impact portfolio: a behind-the-scenes look at a company creating REAL change.

In this episode of the Investment Tea you'll learn:

• Why international stocks are crushing the S&P500
• What Trump's tax surprise means for you
• How solar panels can help fight forced labor...seriously

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Full episode and show notes at: www.sunnybranchwealth.com/blog/impact-investing-explained

Tired of feeling like your investment portfolio doesn't reflect who you are?

You're not alone.

As a younger inheritor, you want your money to create positive impact. But instead of clear advice, you're bombarded with an alphabet soup of technical jargon.

My mission is to make your choices clear and provide easy-to-understand information to help you make an informed decision about your investments.

Listen to learn:

• The ESG myth that won't die
• The impact investing spectrum
• What impact options make sense for your life, goals, and values

Whether you're skeptical that any companies are truly "good" or you're ready to take on more risk for greater impact, this episode has something for you.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questions

You just found out you're a trust fund kid—congrats!

But now what?

In this episode of Heir Necessities, I'm cutting through financial jargon to give you the 5 questions you need to ask right away.

The truth is, most new trust beneficiaries feel confused and powerless, even with a trust fund with multi-million dollars.

Listen to the epsidoe to learn how to decode your trust document, build a team that's on your side, and avoid common tax surprises. When you're done, you'll be one step closer to taking control over your financial future as a trust fund beneficiary.

This is real talk for real inheritors—no judgment, just practical advice from someone who helps people like you navigate this weird new world.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.