Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...
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At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...
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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...
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Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...
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College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...
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As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...
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For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...
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How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...
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I've recently come across two examples of financial fraud that show just how sophisticated a scam can be, or if lacking sophistication, how fast a...
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It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...
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