No matter how perfect someone’s life appears on paper, the truth is that we’re all out at sea. At some point, we all encounter one of life’s big waves, like a health challenge, divorce, or job loss. So how do we preserve financial wellness during these… Read More >>
What is Liquidity? Market liquidity is a market’s feature whereby an individual can buy or sell an asset without causing a big change in the asset’s price. Liquidity involves the trade-off between the price at which an asset can be sold, and how fast the asset… Read More >>
Searching through the vast bounty of financial resources can feel a bit like gazing across a ripe fruit orchard. There’s so much opportunity to uncover, yet so much fruit past its prime – so where to start? In honor of National Financial Awareness Day, we plucked… Read More >>
Financial Freedom vs Financial Independence – Financial Freedom – living the life you want in a state of financial comfort and liberated state of mind. Financial Independence – the state of having enough wealth to pay for your living expenses for the rest of your life without employment…. Read More >>
After managing the challenges of a loved one’s passing, many heirs are often too emotionally exhausted to touch their inheritances. This is absolutely understandable, and it’s essential to find moments of rest in difficult times. But what if we begin to think of inheritance as an… Read More >>
Did you know that there are investments that support LGBTQ+? If you are looking for investments to support your community here are a few funds to explore: Vanguard FTSE Social Index Fund (VFTAX); expense ratio: 0.12%. Change Finance US Large Cap Fossil Fuel-Free ETF (CHGX); expense ratio:… Read More >>
For many LGBTQ+ families, thinking beyond convention is essential to a vibrant family life. Whether you’ve found a family in a tight-knit community or in a long-term partnership with adopted children, there are many ways to build a home. Finance for the LGBTQ+ family need be… Read More >>
“It’s a woman’s right to control her own destiny, to be able to make choices without the Big Brother state telling her what she can and cannot do.” –Ruth Bader Ginsburg Over the years, we have found that when women take control of their finances, they… Read More >>
When we think of creativity, “motherhood” and “personal finance” may not be the first things that come to mind. While the myth that motherhood degrades creativity has been debunked, how often do we consider that motherhood is itself a creative process? Whether moms are crafting stories… Read More >>
Preserving wealth, through estate planning trusts. Families may be able to preserve family wealth by using various estate planning trusts such as Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, and Charitable Trusts. Understanding how to use the various estate planning trusts may be… Read More >>
Families often struggle to initiate discussions about inheritance because of the darkness it can represent. Yet as much as inheritance reminds us of our mortality, it also symbolizes the continuation of the family legacy. When we pass down our assets, we not only pass down material… Read More >>
Increasing women’s economic power, through Gender Lens Investing. Today, female investors are wanting to use their increasing wealth to promote gender equality as part of an investment strategy.
