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 […]
What are You Really Pursuing?
Do you ever find yourself getting what you want, yet still not feeling happy or free? In his talk at the EconoMe Conference in November 2021, Rich shares a bit of his experience chasing happiness and freedom and what it took to realize his real needs and wants to achieve the professional success he enjoys […]
3 Millennial Money Myths that Need Busting
Your 20s and 30s can be an amazing time of planting roots, exploring new places, and self-discovery, but it can also bring its fair share of challenges. Especially if you didn’t grow up learning about money and personal finance from parents or school, early adulthood could feel like a crash course on everything from home […]