Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use
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
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
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
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
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
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.
Condominiums are everywhere, but apartment “co-operatives” are mainly an NYC thing. These two forms of ownership appear similar, but there are important differences between them that can affect the price
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”.