Focusing on the Controllable

Focusing on the Controllable

Sep 19, 2018 | Financial Planning

Photo by mybaitshop All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries.  This is especially true in the context of managing one’s personal...
Fiduciary Duty

Fiduciary Duty

Jul 8, 2017 | Financial Planning

Photo by magele-picture To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology. Financial advisors who...
Green Bonds: Impact Investing with Fixed Income

Green Bonds: Impact Investing with Fixed Income

Mar 28, 2016 | Investing and Markets

Photo by kanachaifoto The financial services industry is constantly developing new products to serve the ever-changing wants and needs of a diverse array of investors. While Wall Street financial innovation often leads to problems (e.g., the exotic mortgage debt...
A Social Security Primer

A Social Security Primer

Jan 26, 2016 | Financial Planning

Photo by larryhw. The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful strategies, and to provide additional resources that may be useful for anyone who is thinking about how to optimize his or her...