Financial Insights

If you’re a conscious consumer and forgo unnecessary plastic usage or excess packaging when you can, you may have mixed feelings about how your investments are contributing to a more/less sustainable planet. ESG investing (Environment, Social, Governance) has been an...

Recently I was fortunate to be selected to attend an intimate gathering of women from all over the world to discuss how to best use money (capital, for us, finance folks) to create a world that is less violent and more equitable than our existing reality. In a room...

Most of the time when people hear long-term care they think, of insurance or nursing homes.  So let’s start by clarifying..... Long-term care is simply, chronic care (as opposed to acute care).  The chronic distinction is important because medical insurance and...

I’ve found that in my almost 2 decades of working with people, no one has really liked the word retire.  We retire old socks or worn-out tires, let’s not retire people the same way.  Gaining popularity instead is the term financial independence, which I define as -...

I’m not a huge fan of shopping in general but jeans are in the top 3 list of least fun items to shop for.  You can spend so many hours, try several different stores, and still…. Finding the right fit, the right level of comfort, at the right price can completely...

My great-grandparents were dairy farmers and I was lucky to see and remember the house my grandmother grew up in.  Nothing that today’s family of 7 would consider comfortable, the outhouse from the time prior to indoor plumbing still stood, unused, well into the...

A few examples of how money and relationships can be complicated…. Two working spouses deciding who will take the primary care role for children, or steps away from work, while the other leans more heavily into career Parents answering children’s request for...

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...

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...