Financial Insights Blog

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

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...

As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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

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...

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...

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...