There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we’ll look at a…
I read a lot of books about investing, economics, the nature of money, ethics … When I read something that I find particularly impressive or interesting, I’ll write something up and post it here. Timothy F. McCarthy. The Safe Investor: How to Make Your Money Grow in a Volatile…
The news is full of stories about Greece’s debt default, their “no” vote on an important referendum, and the chances of their exit from the European Union / “Eurozone”. The New Yorker has a pretty good example, with some significant commentary. Because this situation is unusual, neither the pundits nor…
We at Horizons Sustainable Financial Services are pleased with today’s decision by the Supreme Court of the United States (the official text of the decision, with dissents, is available here) allowing for the freedom to marry one’s same-sex partner. As the President of Horizons and one half of the lead…
There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we look at a…
Life can only be understood backwards — but it must be lived forwards. — Søren Kierkegaard Whenever the markets get a little shaky, one comment that we hear a lot from our clients goes something like this: “I sure hope we’re making the right decision!” If pressed, we find…
The University of Oxford announced today that their endowment, the Oxford Funds, does not now and will not in the future hold direct investments in coal and tar-sands oil companies. This announcement, exciting as it is, still strikes some activists as insufficient, since it does not commit the Oxford Funds…
Some of our clients have, in the last few years, asked us about local investment opportunities. Some are encouraged, by Woody Tasch and the Slow Money movement, to consider investing as much as “50% of our assets within 50 miles of where we live”. Others are encouraged, by Michael Shuman…
Kim and I are back in the office this week, having spent last week in Orlando. We didn’t go to Disney World, but to “INSIGHTS 2015”, the 11th annual conference of fi360. Together with the Center for Fiduciary Studies, they are the folks behind the AIF® designation that Kim and…
Last fall, we heard some great news: Solar City, a leading provider of solar power systems to homes and businesses in the US, had found a way to let investors participate in the shift to renewable energy. The “solar bonds” that they created and unveiled in October of 2014 work…
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