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...
sustainable investing Tag
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...
19 Apr Simplified Employee Pension (SEP IRA)
What is it? A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan...
10 Apr Going Green: A Fast-Growing Corner of the Global Bond Market
Green bonds are debt instruments that corporations and governments can use exclusively to finance major climate-related or eco-friendly initiatives. Global issuance of green bonds reached a record $523 billion in...
24 Mar Breaking Down the Gender Wage Gap
Women who worked full-time earned just 82 cents for every dollar earned by men in 2020. Women also earned less than men in almost all of the 350 occupations tracked...
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...