Kay Kramer, CFP®
Nov 22, 2021 2:15:00 PM

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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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

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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Kimmie Moehring, CFP®
Oct 21, 2021 7:00:00 AM

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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Damian Winther, CFP® CSRIC™
Oct 14, 2021 2:55:40 PM

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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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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