05 Dec Organized books into Insight
“Accounting is a way to turn organized books into insight.” ~ Seth Godin I enjoyed this Seth Godin post, in particular points 2 and 4, below, which could equally apply to...
Blog
21 Apr Earth Day 2022
April 22nd is Earth Day! The first Earth Day on April 22, 1970, activated 20 million Americans from all walks of life and is widely credited with launching the modern environmental...
20 Apr Conscious Wealth Planning Event
Join us for a stimulating conversation about sustainable investing and directing and engaging with your money from a place of purpose and value. I'm excited to be speaking with Françoise Everett...
20 Apr Greenwashing
U.S. Securities and Exchange Commission Chair Gary Gensler in a recent twitter post, commented on greenwashing, and questioned whether firms were adhering to a 1940 law that requires fund names to match...
22 Mar Groundwater – Making the Invisible Visible
March 22nd is World Water Day 2022! Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe...
24 Feb Does your plan support your happiness?
I heard this quote recently and it got me thinking. We talk a lot about money in the financial industry; how much do you want to earn, how much income will...
24 Feb Social Security Credits
When am I eligible for Social Security? A lot of my clients are travelers, and some have traveled to work here. A question that sometimes comes up is, when am I...
30 Dec Shareholder Efforts Pay Off
I read a Facebook post some years ago that said it didn’t make a difference for someone to invest in a sustainable fund. To be honest, I don’t recall their rationale,...
10 Nov COP26: 2021 United Nations Climate Change Conference
These past weeks have seen the 2021 United Nations Climate Change Conference, also known as COP26, take place in Glasgow, Scotland. Originally planned for 2020, it is the 26th United...
13 Oct Investing and the patience of a Gardener
I'm not sure how long I waited for this flower to arrive. It's in the scope of 5 or more years, possibly even longer. Time does fly by. For a long...