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Points of View

Thoughts on Financial Markets and the War in Ukraine Thumbnail

Thoughts on Financial Markets and the War in Ukraine

Like most of you, we are watching the unfolding catastrophe in Ukraine with deep concern. However, while there will be ongoing geopolitical repercussions from the conflict, the US is likely to be far less affected. Here's our founder's take on the crisis and the stock market response.

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Financial News from COP26 Thumbnail

Financial News from COP26

ESG finance is finally entering the mainstream. This became crystal clear at COP26 when a group of financial institutions representing $130 trillion pledged to use its assets to decarbonize the economy.

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It's Different for Women: Part 2 Thumbnail

It's Different for Women: Part 2

In the first part of this article, we discussed how women have challenges that are different from men when it comes to building wealth. The following strategies may also be helpful: Creating a spousal IRA, setting up health savings accounts, and claiming Social Security to maximize your benefits.

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It’s Different for Women: Part 1 Thumbnail

It’s Different for Women: Part 1

As investors, women have to deal with challenges that are different from those facing most men. Unequal pay, limited employment opportunities, and glass ceilings often reduce their lifetime earnings. The demands of pregnancy and childcare, most recently evident during COVID when women sacrificed work opportunities to care for homebound children in far greater numbers than their male partners, further widen the economic gap. Womens’ healthcare costs also tend to be higher, and because of a longer life expectancy, their assets need to last longer.

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ESG: Aligning Investing with Your Values Thumbnail

ESG: Aligning Investing with Your Values

The rapid growth in ESG products makes them increasingly easier to deploy in investment portfolios. It also helps ensure that your values can be expressed in a way that helps you meet your financial goals. Along the way, these strategies are creating change and can make your money a force for good.

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