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...
Read moreAs 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...
Read moreLast 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...
Read moreSue, 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...
Read moreMusic, 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...
Read moreAs my #FinancialFitness2018 journey continues, I have been giving consideration to one of the most important aspects of my financial life; my income
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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
Read moreRolling 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...
Read moreAs 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...
Read moreOver the last two weeks we talked about implementing the Bucket Strategy, and I discussed divesting from Bank of America in my first bucket; my checking and savings accounts. The next bucket is my mid-term bucket, and that is what I’m going to be...
Read moreFinishing up last week’s mission to divest from Bank of America, I wanted to give a brief overview of how I plan to do it. The first step was opening the accounts at the credit union. Now that the new account is open, I can start moving money...
Read moreIf you’re following along, you know this week I am moving my accounts from Bank of America to a local Credit Union. I am doing this for a number of reasons, as part of my #FinancialFitness2018 New Year’s Resolution. Here is my listicle! 3 Reasons...
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