Steve Dixon, CFA CSRIC™
May 14, 2021 7:54:13 AM

Market Insight - May 2021 There are few topics in economics that seem to be as widely misjudged and generate as much head-scratching as inflation. In...

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Birchwood Financial Partners
Nov 19, 2020 8:45:00 AM

The positive effect of Sustainable, Responsible Impact Investing (SRI) is borne out more with each year. The information age has brought with it...

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RACHEL INFANTE, CFP® CSRIC™
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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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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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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Dana Brewer, CFP®
Jun 26, 2019 10:59:22 AM

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

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Kay Kramer, CFP®
Mar 27, 2019 11:00:00 AM

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...

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Dana Brewer, CFP®
Feb 7, 2019 10:24:43 AM

After ending the year with a major market drop, it's natural to wonder how to react and how to avoid over-reacting. We'll discuss what you should...

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Dana Brewer, CFP®
Jan 15, 2019 4:16:58 PM

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a...

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Steve Dixon, CFA CSRIC™
Aug 23, 2018 2:21:29 PM

By now, the myth that responsible investing requires an investor to sacrifice returns in order to have their values reflected in their investment...

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