Dec 11, 2019
Is the S&P 500 Really Up over 25%? Context, in our business, is often lost given the industry’s focus on quarterly and annual reporting. Why is context important? Because it helps investors better understand their actual performance. Below are two versions of the...
Sep 25, 2019
We are excited to feature Tony Smith, CEO of Secure Futures Solar as our guest blogger for September. Learn more about Secure Futures and their capital campaign at October Money Mornings on Tuesday, 10/8. RSVP on our Events page. —- Do Good and Do Well: Make change...
Jul 16, 2019
What Your Quarterly Statements Don’t Tell You What an incredible first half of the year! For the first six months, the S&P 500 Index was up 17.2% and the EAFE Index, which is comprised of international/non-US equities, was up 11.8%. ...
May 15, 2019
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...
Apr 18, 2019
After living through the worst quarter (Q4 2018) since 2011, we just experienced the best start to a year since 2012, with the S&P 500 Index up +13.5% and international equities up +10.3% in Q1 2019. As recently as December 2018, the S&P 500 Index was down...
Mar 18, 2019
So you want to buy a house? Just make sure to take the time to make sure it’s your dream home—not a financial nightmare. Let’s bust some myths about real estate, shall we? Myth 1 – “Renting is throwing money away. I could own a home for the price I pay in rent.” This...
