Financial Insights Blog

It is hard to believe that I retired fifteen months ago. After all the years of helping clients to make that transition and giving advice that I had...

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

Minnesota hosted Super Bowl LII and introduced the world to the Bold North! As a resident, it was hard not to feel the camaraderie with your fellow...

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

As a woman financial advisor in an overwhelming male profession, I find the recent emphasis on women empowerment funds or gender lens investing is...