Things Parents Tell Their Millennial Kids About Money (And What Should Happen Next)
Let’s start by addressing the elephant in the room. The term “millennial” is problematic. Firstly, it encompasses a broad age range (persons born 1982 to 2002) with a multiplicity of divergent experiences and life circumstances. Secondly, for some, it’s an emotionally loaded term as the media have often sought to paint everyone in this age […]
Mindset, Biases, and Your Wallet
What were you thinking? By now, it is likely you’re aware of the role your unconscious mind plays in determining your financial outcomes. Whether it’s spending decisions or investment choices, the actions we take with our money are only partly driven by the numbers in front of us. Information only gets you so far. You […]
CDFIs: The “S” in ESG
By now, you’ve certainly heard of ESG investing — selecting investment vehicles not only for their potential market return, but taking into consideration how your investments can advance environmental (“E”), social (“S”) and governance (“G”) goals. According to Bloomberg, in 2021 ESG-themed exchange-traded funds saw an inflow of $120 billion of new investment. In the […]