As a professional educator, you spend your time investing in the next generation as an educator or purveyor of knowledge, helping them build a solid foundation for the rest of their lives. You know the importance of planning for the future. You understand how valuable the right knowledge can be for creating a successful life. […]
The pandemic has moved many people into uncharted territory, from experiencing social isolation to figuring out how to work and teach our children at home. Some people are transitioning back to work and some kids are going back to school, but routines are hardly back to normal. These abrupt shifts in living situations are often […]
In addition to investing intentionally by aligning your portfolios with your values, I believe in spending intentionally on things that are most meaningful. Studies have shown people have greater happiness when they spend on things they value, such as experiences. With the holiday season on its way, end-of-the-year charitable giving is another way to make […]
Although economic instability is not directly connected to bear markets, a struggling economy and these unusual circumstances can cause fear that your accounts will lose money with market volatility. The first casualty of a bear market is an investor’s ability to distinguish between temporary volatility and permanent loss. This means that your investments only suffer […]
