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Gifting, Equanimity, Investing and Moving On

Gifting, Equanimity, Investing and Moving On

I want to strongly encourage folks to consider taking action to ensure that when we pass (and we all do, as much as we don’t want to think about it), others are not burdened by our lack of preparation. The grief of losing a loved one is tremendous so we don’t...
Why We Diversify

Why We Diversify

Protecting against the downside is the first step in investing. Ownership of multiple securities lowers portfolio risk because of the smoothing effect of stock prices moving up and down at different times. Because we cannot predict the future, we should plan our...
Socially Responsible Investing

Socially Responsible Investing

It’s been a long time coming, but as per studies cited in this article, there is no longer a penalty for investing in socially responsible funds. In other words, you aren’t necessarily going to get lower returns for making this choice.