Impact Insights

Empowering Your Financial Journey: Our Quarterly Client Letter

Empowering Your Financial Journey: Our Quarterly Client Letter

January 9, 2025
Tax-Saving Tips for Energy-Efficient Home Upgrades

Tax-Saving Tips for Energy-Efficient Home Upgrades

December 9, 2024
The Inflation Ripple… What Tariffs Could Mean to Your Wallet

The Inflation Ripple… What Tariffs Could Mean to Your Wallet

November 11, 2024
The Fed Cut Interest Rates: Here’s What It Means for Your Wallet

The Fed Cut Interest Rates: Here’s What It Means for Your Wallet

October 4, 2024
From Chaos to Clarity: Five Steps to Organize Your (Financial) Life!

From Chaos to Clarity: Five Steps to Organize Your (Financial) Life!

October 1, 2024
Investing with Purpose: How My Values Shaped My Career as a Female Portfolio Manager

Investing with Purpose: How My Values Shaped My Career as a Female Portfolio Manager

September 9, 2024
Turning Emissions into Action: The Power of Verified Carbon Credits

Turning Emissions into Action: The Power of Verified Carbon Credits

September 4, 2024
Housing Market Highlights: Nationwide Trends with a Richmond Spotlight

Housing Market Highlights: Nationwide Trends with a Richmond Spotlight

August 1, 2024
What’s Up & Down With Inflation: 5 Things You Need To Know

What’s Up & Down With Inflation: 5 Things You Need To Know

July 3, 2024
Alexis Advisors Summer Reading List

Alexis Advisors Summer Reading List

June 4, 2024
Mother Knows Best: 10 Money Lessons From Mom

Mother Knows Best: 10 Money Lessons From Mom

May 8, 2024
Shattering Glass Ceilings: Women’s Journey to Financial Empowerment

Shattering Glass Ceilings: Women’s Journey to Financial Empowerment

March 4, 2024