Innovation can create whole new markets that can be impossible to predict and can feel disruptive to our well-known patterns and expectations. However, another hallmark trait of innovation is that it often comes with unintended downsides that must be balanced against the benefits.
Having retirement money in both a Roth and a 401k gives you the choice to take either taxable or non-taxable income. This choice allows you to be deliberate about your source of income and taxes.
If you are considering joining a committee or the board at a nonprofit organization, it is wise to learn as much as you can about their expectation for your commitment of both time and financial contribution.
Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.
Our choice of banks is an essential, though often unexamined, financial relationship. Choosing a bank can be a way to create positive alignment between your values and your finances.
Evaluation of risk and the ability for investors to align their decisions with social values depend on the availability of relevant metrics and data transparency.
Response to our worsening climate crisis is complex and gradual. For clients interested in climate friendly investing, we focus on a number of ways they can choose financial security while having an impact with their investments.
Impact Highlight Report
We highlight specific investments that address the historic lack of access to capital in housing and business funding via both loans and venture capital.
Lead Advisor, Matthew Gatt, CFP shares his experiences working with our community partner, YES Nature to Neighborhoods.
A conversation with Eric Aaholm, Executive Director of our community partner YES Nature to Neighborhoods
With distance learning in place, and vacation plans uncertain, working parents are now balancing their responsibilities with expanded roles in their kids’ education and activities.
In our inaugural Impact Highlights Report, we look at one practice of engagement (direct dialogue) used by mutual funds to create change within companies on Environmental, Social, and Governance (ESG) issues.
As financial advisors to nonprofits, we know the importance of a reserve policy and an investment policy statement in providing structure and clarity for nonprofits in financial decision making.