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...
Feb 19, 2019
It’s time to have a talk. The “what are we doing here?” talk. But this time, instead of sitting down with your significant other to talk about your relationship with each other, it’s time to have “the talk” about your relationship with money. We understand that...
Jan 22, 2019
A “dead cat bounce” is a temporary recovery from a decline in equity markets. Downtrends are interrupted by brief periods of recovery — small rallies — when prices temporarily rise. The term is based on the notion that even a dead cat will bounce if it falls far and...
Dec 14, 2018
This article originally appeared in Chrysalis Institute’s “Words for the Journey” newsletter. Author Roberta Keller is both the CEO of Alexis Advisors and Treasurer on the Chrysalis Institute’s board of directors. The Dalai Lama, when asked what surprised him most...
