Archive | Impact Investing

Bank Debt Word Cloud

I Broke Up with my Mega Bank and You Can Too

Okay, I broke up with one of them anyway.  I love the idea of impact investing, but sometimes putting it into practice can be tough, like when you have limited investment choices, or can’t find a mutual fund that suits your screens.  But impact investing through supporting financial institutions that turn around and use your […]

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Helena helping child with water

Make Your Money Work for You or Save the World – Why Choose?

I’m a big believer in helping people and in safety nets.  I am.  And certainly with so many still struggling in our country more needs to be done.  But I don’t think turning that job over to the government (our wasteful, bloated government) is the best way to go.  I believe much of that job […]

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Part 2A & B of Form ADV: Firm Brochure