Impact Insights

Unwrapping Gifting Strategies

Unwrapping Gifting Strategies

In a world that's often measured by what we receive, there's an unparalleled joy in ...
Market Update: Watching for a Change in Market Trend

Market Update: Watching for a Change in Market Trend

Year-to-Date 2023 August through October are often challenging months for the ...
<h1>It’s Financial Planning Month</h1> <h2>Everything you need to know about mindful, informed financial planning</h2>

It’s Financial Planning Month

Everything you need to know about mindful, informed financial planning

October is financial planning month. But what exactly is financial ...
Federal Student Loans: What is going on and what do I need to know?

Federal Student Loans: What is going on and what do I need to know?

BY SAMANTHA VICCHAIRELLI, ASSOCIATE ADVISOR, ALEXIS ADVISORS There is so much ...
<strong>Want To Make a Million? Then Be Good at Plan B. (And Plan C.) (And even Plan D.)</strong>

Want To Make a Million? Then Be Good at Plan B. (And Plan C.) (And even Plan D.)

By James McIntosh, James McIntosh Coaching Here is a little-known fact about me. ...
Step-Up in Basis: Why It Matters in Estate Planning

Step-Up in Basis: Why It Matters in Estate Planning

By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate ...
The Elephant in The Room

The Elephant in The Room

Before we get to the “elephant in the room,” let’s recap 2022.  2022 in ...

Is it different this time? Three market truths that don’t change.

This has been a REALLY tough market to navigate as a portfolio manager. But, it’s ...
The What, Why & How of the Triple Bottom Line

The What, Why & How of the Triple Bottom Line

The What, Why & How of the Triple Bottom Line Doing well by doing goodThe world ...
Understanding the Effects of Inflation

Understanding the Effects of Inflation

Everyone has been talking about inflation, but do we really understand how it ...
Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning ...
Alexis Advisors Named on SustainFi’s Top Financial Advisors in 2022

Alexis Advisors Named on SustainFi’s Top Financial Advisors in 2022

See our feature in SustainFi's Top 50 ESG Financial Advisors in 2022 HERE