What 2020 Taught Us – Expect the Unexpected

What 2020 Taught Us – Expect the Unexpected

A black swan year for the markets and the world! If 2020 taught us anything, it is to expect the unexpected. Proper emergency funds and risk management held some afloat during a tumultuous year. As we put behind us one of the weirdest and most harrowing years in...
Voting with Your Dollars: Does It Really Matter What You Invest In?

Voting with Your Dollars: Does It Really Matter What You Invest In?

Last week I unrolled our copy of the Wall Street Journal and saw a picture similar to this, with a title reading “Wildfires Erupt Anew in California, Forcing Evacuation.” I am pretty sure that the property owners in Orange County who are being forced to evacuate think...
What’s Your Story? Understanding Your Money Mindset

What’s Your Story? Understanding Your Money Mindset

Think back to your earliest memories of money. Were you given an allowance to spend? Do you remember your parents fighting over money? Did your family love to shop? Did it seem like your family had a hard time making ends meet? Were you surrounded by extravagant...
5 Smart Gifting Strategies

5 Smart Gifting Strategies

Giving is a heart-centered practice. Please give to an organization that aligns with your heart. Even if it’s just a little, it can have a big impact. Below is a list of organizations that need your support and that align with current community challenges. YWCA...
5 Steps to a Bust-Proof Back to School Budget

5 Steps to a Bust-Proof Back to School Budget

It’s August already and you’re probably thinking, “How did that happen?” Summer is sliding away and you’re nowhere near ready to transition to the scurry of the school year. Believe me, I get it. Stores began selling school supplies in...

Invest Locally: Do your investments reflect your values?

Welcome to our May blog.  Over the next few months, we are inviting guest bloggers to talk about their passions and ways to impact invest.  This month, Hunter Hopcroft, Special Projects Manager for Ellwood Thompson’s, is writing about his work with the nationwide Slow...