Ask Birchwood: Reasons to Be Optimistic About U.S. Economic Recovery from COVID-19

Birchwood Financial Partners
Jun 4, 2020 12:00:00 PM

The coronavirus pandemic has created uncertainty in the economy, rocked the stock market, led to historic unemployment, and brought about a tragic...

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Estate Planning During Life Disruptions Like COVID-19

Dana Brewer, CFP®
Jun 3, 2020 12:30:00 PM

Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...

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How COVID-19 is Accelerating Sustainable, Responsible Impact Investing

Birchwood Financial Partners
May 28, 2020 9:19:12 AM

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

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Investing in a World Without Certainty [Market Insight]

Steve Dixon, CFA® CSRIC®
May 4, 2020 1:16:15 PM

Market Insight - May 2020 My theology professor at St. Thomas, when asked, “Why do bad things happen to good people?” replied, “So that we are able...

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Overcoming Financial Planning Fears During a Recession

Birchwood Financial Partners
Apr 22, 2020 4:36:37 PM

The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....

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Lessons Learned Through the Coronavirus Crisis

Birchwood Financial Partners
Apr 15, 2020 1:00:00 PM

Fear and uncertainty abound in our coronavirus-tinted world. The stock market is in turmoil, businesses are shrinking and unemployment is exploding....

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Creating a Thoughtful Retirement Plan: More Than Financial Wellness

Dana Brewer, CFP®
Apr 8, 2020 11:15:00 AM

Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...

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The Great Wealth Transfer from Baby Boomers to Heirs and Charity

Bridget Handke, CFP®, CAP®
Apr 1, 2020 4:06:12 PM

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

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Riding the Wave of the Coronavirus Market Impact [Market insight]

Steve Dixon, CFA® CSRIC®
Feb 28, 2020 3:05:07 PM

Market Insight - February 2020 As you know, the capital markets have reacted swiftly and severely to the continuing news of a new coronavirus...

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Are Finances on Your Self-Care Checklist?

Bridget Handke, CFP®, CAP®
Feb 18, 2020 8:15:00 AM

When I mentioned to my friend Kathy that my next blog assignment was on financial self-care, she became very animated and explained how her financial...

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