by Sara Stanich | Dec 17, 2018 | Investing
Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with? If so, you may be interested in a movement known as “socially responsible investing”, also...
by Sara Stanich | Oct 8, 2018 | Cash Flow, Debt, Garden, Insurance, Investing, Planning, Saving
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out. Maybe I’ve been spending too much time in mine, but I think...
by Sara Stanich | Jan 10, 2018 | Investing, Taxes
2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...
by Sara Stanich | Feb 20, 2015 | Cash Flow, General, Insurance, Investing, Kids, Planning
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens to turn that plan upside down. Some of those...
by Sara Stanich | Feb 5, 2014 | Investing, Real Estate
Guest Post By Diana Fishlock A great vacation often sparks dreams of owning a getaway home. It seems perfect after that beautiful week near the ocean or the mountains with no responsibilities. It may also seem like a retirement option or a good investment of time and...
by Sara Stanich | Feb 28, 2013 | Investing, Planning, Real Estate
The process of buying a home in the city is daunting, to say the least. Beyond the financial aspects, you may need to prepare for the dreaded co-op board interview. I bought and sold a co-op years ago, but was also turned down once by a co-op board back in the day. ...
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