This year, in the push and shove of the turbulent markets, some mutual fund managers were not able to balance out gains and losses the way they might have liked, so those funds are planning rather large capital gains distributions.
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Our friend Sonia Kowal, President of Zevin Asset Management, recently posted this statement on the crisis that’s unfolding in Ukraine. We have been trying to write something to express our dismay and heartbreak — but Sonia’s words here capture our thoughts exceedingly well. Thank you, Sonia, for allowing us to…
With the recent rapid growth of Horizons Sustainable Financial Services, we now find some opportunity and some necessity to expand leadership and re-define some responsibilities within the Santa Fe headquarters. Founding Partner Kimberly Griego-Kiel, MBA, AIF®, will more closely focus the majority of her attentions on the parts of the...
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Over the last year or so, there have been a flurry of big transactions in the financial services world. It seems like every time we turn around, some big Wall Street firms are buying one another, investment banks are buying client service companies, massive brokerage firms are “merging”, and so…
The last month has been close to the wildest ride of my professional life. I have to rank it right up there with my experience of working with my clients and the world in the days following the terrorist attacks of 9/11. I don’t say that lightly. It dawned on…
In two recent episodes of our Deep Impact Investing Podcast — Episode 17 and Episode 20 — I’ve talked about a list of thirty things we all can do to make the world a greener place. Here’s the full list: 1. Footprintcaclulator.org: How many earths does it take to…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
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…
CNBC Personal Finance
- Three years ago, this Florida high school started a skilled trades program — now there's a waiting list to get in
- From Taylor Swift songs to the 'tradwives' trend: Women's frustration with the status quo ripples through pop culture
- Here are the pros and cons of renting versus owning a home in those retirement years
