Foundation Basics
What is a charitable organization? According to cof.org, charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form…
Diversity, Equity, and Inclusion 101
Diversity, Equity, and Inclusion 101 As seen in Harvard Business Review: DOUG MELVILLE: Diversity and inclusion is like an operating system. Everyone’s brain is their hard drive, but we have…
Simplified Employee Pension (SEP)
What Is a Simplified Employee Pension (SEP)? According to Investopedia, a simplified employee pension (SEP) is an individual retirement account (IRA) that an employer or a self-employed person can establish.…
Differences Between SRIs and ESGs
According to Yahoo Finance, Socially Responsible Investing and Environmental, Social and Governance Investing have both risen in popularity among socially conscious investors. Learn the basics of each, how they differ…
What Is a Socially Responsible Investment?
What Is a Socially Responsible Investment (SRI)? According to Investopedia, socially responsible investing (SRI), also known as social investment, is an investment that is considered socially responsible due to the…
States That Don’t Have Income Tax
The Income Tax Exodus: Nine States Without Income Tax Did the lockdown of the pandemic leave you with the itch to travel? Or perhaps it made you leave your…
Keep Calm and Carry On
Keep Calm and Carry On “Keep calm and carry on.” This often-used saying was originally coined on a British poster developed in 1939 to prepare the British people for…
Q1 2021 Insights
The continued recovery from the Covid recession translated into strong returns for global equity markets and negative returns for bonds in the first quarter. The “risk-on” reflation trade is under…
The Search for a Top Financial Advisor
We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable…
Q4 2020 Insights
To say 2020 was a challenging year would be a major understatement, and to say it was unprecedented has become cliché. We were all tested last year. Some of us…
Q3 2020 Insights
How did the markets do? Equity markets rallied as re-openings in many economies exceeded expectations and hopes grew for a Covid-19 vaccine. Volatility picked up in September and into…