Moving to a New Beat: Transforming Investing Through Diversity and Inclusion Let me tell you about the similarities between salsa dancing and regenerative investing. Continue Reading →
Mindful Money: Staying Centered During Financial Turbulence Market Volatility: Then & Now Given the market volatility we’ve been experiencing this newsletter will focus on my work as an investment manager and financial planner. Continue Reading →
Your Money in Full Bloom: Cultivating Financial Stability from the Roots Up If you’re feeling overwhelmed and uncertain about what to do with your money, and if you’re finding it challenging to make decisions that align with your values and financial goals, then you are not alone! Continue Reading →
Five Tips to Enjoy your Bougette Budget comes from the French word bougette or little bag, which is what people used in the middle ages to keep their coins and IOUs. For those of us who have been terrorized by budgets, knowing that the word is simply a “little bag” can be both anti-climactic and deeply soothing. Continue Reading →
Understanding Insurance Do you feel confident with how you and your loved ones are covered in case of emergencies? Continue Reading →
Investing Rollercoaster – Social Justice Version My last article Climbing onto the Investing Rollercoaster covered the three things investors can control when it comes to the market: costs, investment allocation, and tax efficiency. Continue Reading →
Climbing onto the Investing Roller Coaster This is a long overdue article on the nuts and bolts of investing. Continue Reading →
Who’s FICO and Why do They Have My Number? A Primer on Credit Scores Philosophically, reducing your financial competency to a number is problematic. Should your bad credit behavior at 18 haunt you for the rest of your life? Yet, this is the world we live in, where credit scores matter. There’s hope! Time and improved behavior does heal all wounds when it comes to your credit. Continue Reading →
The Joys of Saving & Investing When we move towards a goal we are saying yes to life. When we dare to dream we are adding our own unique gift to the world. Of course, it’s not linear. There’s as many turn-arounds and roadblocks with money as there are in life. Yet, you have agency. You can create a life you love now even without accomplishing all your goals. There is joy and pleasure in the striving and being fully present for yourself. Continue Reading →
Debt – A Labyrinth It’s easy to pretend there is 100% “good” and 100% “bad” debt. But is life ever really that simple? Reaching financial goals with debt can be like getting to the center of a labyrinth. You go one way, hit a dead end, turn around, and try a different path. Continue Reading →
