Pros and Cons of Electric Cars - From a Candid EV Owner

Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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Duties & Responsibilities of a Personal Representative

Dana Brewer, CFP®
Apr 14, 2022 7:00:00 AM

This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...

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7 Components of a Good Financial Plan

RACHEL INFANTE, CFP® CSRIC® CDFA®
Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

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The Rock of High Inflation and the Hard Place of Weak Economic Growth [Market Insight]

Steve Dixon, CFA® CSRIC®
Mar 30, 2022 3:30:25 PM

Market Insight - March 2022 At least in some respects, it hasn’t been a very happy new year thus far. A new variant of COVID-19 blazed through the...

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How to Find Fulfillment in Retirement through Volunteering

Dana Brewer, CFP®
Mar 24, 2022 7:15:00 AM

In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...

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Ideas for Building a Better Financial Future

Dana Brewer, CFP®
Mar 17, 2022 7:15:00 AM

What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...

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How COVID-19 Changed Financial Plans

Bridget Handke, CFP®, CAP®
Mar 10, 2022 7:15:00 AM

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

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The Power of Compound Growth in Investing

Damian Winther, CFP® CSRIC®
Mar 3, 2022 2:30:00 PM

It’s rumored that Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn’t...

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Start With These 6 College Search Websites

Damian Winther, CFP® CSRIC®
Feb 22, 2022 2:45:00 PM

If your children or grandchildren have reached ninth or tenth grade, you’re likely in the middle of the college search process. Let me tell you, this...

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Examples That Help Demonstrate the Impact of SRI and ESG Investing

Dana Brewer, CFP®
Jan 25, 2022 7:09:00 AM

Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...

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