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Investments

Announcing ESG Portfolios!

ESG (Environmental, Social and Governance) portfolios

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Due Diligence Needed in Socially Responsible Investing

Socially responsible investing

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Cryptocurrencies (or What the Heck is Bitcoin?)

By Megan Miller Bitcoin and cryptocurrencies have caught the eye of investors and regulators largely because values have soared.  They are becoming more popular by the day.  Unless you are familiar with cryptocurrencies and their networks, it can be difficult to understand how they work and how the innovative technology of blockchain is involved in…

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Why You Shouldn’t Stick With Your 401(k) Plan’s Default Settings

Writing for U.S. News, Emily Brandon, consulted with several wealth management professionals including Elyse Foster, CFP® of Harbor Wealth Management of Boulder, CO regarding 401(k) Plan automatic enrollment settings.    Automatic enrollment tends to lead to low savings rates and one-size-fits-all investments.   See the full article here:  “Why You Shouldn’t Stick With Your 401(k)…

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Fiduciary 101

Who, what and how to find a fiduciary?

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Investing Long Term? Don't Overlook the Inflation Factor!

Inflation can eat away at your savings. This report explains how you can defend against inflation.

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Tax Loss Harvesting

Tax harvesting is a term that is frequently used around the end of the year.

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529 Account Qualified Withdrawals

What exactly are “qualified” expenses?

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The Value of Cash in Portfolios

There are many benefits to having cash in your portfolio

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Timeshares: A Toxic Asset?

Do you own a timeshare?

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