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ESG Investing: A Way For Investors To Invest While Doing Good

ESG Investing: A Way for Investors to Invest While Doing Good

Written by Sagar Shah and Matt Holden The past few years have focused a spotlight on an investing approach that digs deeper into investors’ priorities than just financial return. Many investors are now asking how they might use their financial portfolios to participate…

How Will Record Inflation Affect My Investing Strategy?

How Will Record Inflation Affect My Investing Strategy?

Have you noticed the increase in “alternative meats” in your grocery store lately? They go under names like Impossible Foods, Beyond Meat and so on. Some consumers may be switching to these non-meat substitutes as part of a shift to…

Q1 2022 Quarterly Letter – The Sunflower Portfolio

Q1 2022 Quarterly Letter – The Sunflower Portfolio

Sunflowers are a symbol of optimism and longevity: They are extremely hardy and resilient and are adept at finding the sun. The national flower of Ukraine (it is the world’s largest producer of the sunflower), it even became a symbol…

New Parent Financial Checklist

New Parent Financial Checklist

New Life - New Responsibilities - New Parent Financial Checklist I am at the age where some of my closest friends are starting to grow their families.  Hearing the excitement in their voices and seeing their eyes light up around…

Major Estate Tax Changes Are Still Around The Corner

Major Estate Tax Changes Are Still Around The Corner

What do you do when the Go-To Strategies just won’t cut it? The Federal Lifetime Exemption is the total amount of wealth that you can give away tax-free in your lifetime. Importantly, it is the giver, not the recipient, who…

2022 Market Outlook: The Chocolate Twisted Pretzel

2022 Market Outlook: The Chocolate Twisted Pretzel

Pretzel Logic refers to reasoning that bends back and twists until it does not make sense.  (Pretzel Logic also is a fantastic, bluesy song by Steely Dan that refers to time travel.) A great example of this is happening right…

Smart Healthcare “Consumers” Put Pen To Paper

Smart Healthcare “Consumers” Put Pen to Paper

A prerequisite of being a smart healthcare consumer is being informed of the pros and cons of your options as we talked about in our last article. Understanding the information that we receive from our providers and how that may…

2021 Year-End Financial Checklist

2021 Year-End Financial Checklist

Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know it, we’ll be setting our…

Am I “Tax Locked” In My Home?

Am I “Tax Locked” In My Home?

As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term.  It may be more square footage than needed, or may require more cost and time…

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