Stock investing simplified

Stock investing simplified

Magnify Money did a survey of 1000 Americans, equally proportioned among baby boomers, millennials, and gen X, and found that 60% of them felt anxiety when considering whether or not to invest in stocks. Allow me to offer an analogy in an attempt to make stock...
Gender Metrics Portfolio

Gender Metrics Portfolio

Have you ever purchased something that makes you wonder how you survived without it before?  Every time I discuss this new stock portfolio we are now offering; I wonder why it took so long to develop it.  I keep thinking…. We know that biodiversity makes for stronger...
Financial Women in History

Financial Women in History

As we close out Women’s History Month, allow me to share a few historic women who have made significant financial contributions to the world. Katherine Dexter McCormick Born in 1875 into a prominent family she essentially single-handedly funded the contraceptive...
Feeling Behind?

Feeling Behind?

Each week we talk to people who think they are financially “behind.”  People who wished they would’ve bought a house or rental property 3-5 years ago when they were considering it.  People who have money sitting in bank accounts that were about to invest last January...
4 Lies about Retirement

4 Lies about Retirement

1. Retirement is an age or a year.  First, I’m not a huge fan of the word retirement but that’s a rant for another time.  Almost no one retires the year or age they plan to whether job change, health change or global pandemic.  Also, what other major life event do we...
Keep Donations Organized

Keep Donations Organized

I love the fall, do you?  For me it’s a time to transition out of busy summers, celebrate with a holiday centered around food, and reflect on what we are grateful for as well as what we would like to make improvements on in the upcoming year. This inflection...