Dimensions of Investment Decisions

Four Dimensions of Fiduciary Investment Advice: Introduction

By Due Diligence, Fiduciary, Financial Planning, Personal Financial Literacy, Resources, What We Do
There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…
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The Importance of Being Gender Aware in the Trump Era and Beyond

By Gender Issues, Leadership News, Politics, Resources, Social Justice
Last week we saw our Commander In Chief, Trump, unilaterally decide that Transgender individuals were no longer fit to serve in the military. Too expensive he said. Unequivocally untrue, but what isn’t that comes out of this administration these days? The backlash was immediate. The call from GLBTQ organizations was…
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