Basis Points

Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. It’s only appropriate, then, that a blog meant to communicate the basis for our financial planning and investment philosophy also serve as a way to give Basis Points back to investors.

Money Memories

Money Memories

Early experiences with money often shape our attitudes towards it later in life. Mother’s Day weekend is a great time to reflect on those who helped shape your financial framework as well as those whose framework you are able to shape.

read more
“Double Stuf” Fiduciary

“Double Stuf” Fiduciary

No one would settle for a standard Oreo Cookie Sandwich after paying for the “Double Stuf.” Why should we expect anything less from advisors that hold themselves out to be fiduciaries?

read more
Ukraine and Your Portfolio

Ukraine and Your Portfolio

Is it selfish to view the current human suffering and simultaneously feel the urge to peek at what effect it might be having on your net worth? Can values-based investing help reconcile global unrest with personal investment concerns?

read more