A Reflection on 30 Years. Contemplating a Milestone. (Download as PDF) WHAT IS A MILESTONE? We have all seen the Mile Markers along the highways as we have taken road trips. They help us determine how far we have gone,
Your Investments. Your Values.
Your Investments. Your Values. A Quick Dive Into Values-Based Investing (Download as PDF) WHAT IS VALUES-BASED INVESTING? Values-based investing aligns your investment portfolio with your personal values. Essentially, it is building investment portfolio that fits your personal beliefs, values and
The Impact of Inflation
The Impact of Inflation June 2018 (Download as PDF File) When the prices of goods and services increase over time, consumers can buy
3 Ways Investing is like Golf
3 Ways Investing is like Golf As many of you know, I enjoy going to the Colonial PGA Golf Tournament in Fort Worth every year. Some years I go for more days and watch it unfold. However, this year I
February 2018 – From The Heart
Valentine’s Day, National Heart Month and More! _____________________________ February is National Heart Month. It just so happens that Valentine’s Day (Feb 14th) also falls in February. So, in keeping with the “Heart-Based” theme, as well as continuing the theme of financial