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SRI: Policy and Legislation

The President and CEO of Calvert Research and Management, John Streur, testified last week to the Senate Committee on Banking, Housing, and Urban Affairs. Read on to hear why Mr. Streur was on Capitol Hill, and how different components of Socially Responsible Investing are being advocated for at the national level. – Katelyn Washington – Yesterday, I

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Magic On A Budget

As the holiday season is upon us, it brings with it the opportunity to give our loved ones gifts. For many of us this presents a challenge. While we might like to be able to spend money freely, that is often not an option. We might feel pressured into spending more than we’re able to,

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Follow-Up: Climate Change, The Global Crisis

Last week I wrote a blog post on the issues that we are facing as a planet as it relates to climate change. That post has generated a lot of interesting discussion and we have received a great deal of feedback. We wanted to share those conversations with you. One topic centered around the comments

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Climate Change, The Global Crisis

Sue, Gayle and I are currently in Colorado for the Socially Responsible Investing Conference, and there have been a number of interesting speakers. They have presented on a variety of topics related to our industry, and it has been really nice to be surrounded by people that think as we do about investing. However, a

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Music, Muscles & Markets

Music, muscles and markets are connected to our human capacity for appreciation, coordination and involvement while becoming part of a larger whole for our own benefit and for the betterment of others! Scientific studies show that each body cell emits sound and light which enables communications with other cells. The intensity of these communications is

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Disability Insurance

Disability Insurance

Alright, everyone! It is April, and I am still plugging away at my New Year’s Resolution! Maybe I’ll be done before I have to set a new one for 2019

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Rolling Over Retirement Accounts

Rolling Over While I do not typically find that I fit the stereotype of the Millennial generation, there is one aspect of it that I identify with. Before I settled into my career as a financial advisor I worked for a few different employers. Each of those companies were great places to work, and I

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Divest From Guns

As we try to process the latest mass shooting in our country, with 17 high school students gunned down while attending school, many of us are asking what we can do to take action. I have found myself frustrated with the options available to me. I do the things that I do every time; posting

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