As an investor and an advisor, I frequently preach the gospel of humility, and of resisting overconfidence. You may feel certain that the future will resemble the present in fundamental ways; in all likelihood, it won’t. Let’s review a few key moments in history where prominent figures issued direly wrong judgments.
Read MoreFamily dynamics, immigration challenges, moral disputes, and romantic turmoil all roil the realistically fictional Corleone family — tensions not limited to the mafia setting. Learn what “The Godfather” can teach us about nepotism.
Read MoreThat certain Americans have a surprising habit of voting against their interests probably won’t come as news. But as we near this all-important election, which feels like a referendum on who we are as an American populace, it bears repeating — and exploring. Why do working-class voters tend to tilt Republican, when, as far back as LBJ, Democrats have been the ones who have “supported labor unions, higher minimum wages, expanded unemployment insurance, Medicare and generous Social Security”?
Read MoreWhen it comes to charitable giving, good intentions alone do little good, and money alone does even less. Effective philanthropy starts with the heart, but has to be shepherded by the head — that is, reliance on tried-and-true metrics, which demonstrate whether a charity is actually doing what it claims to do. Here’s how — and why — it’s so important to look before you leap, and make sure your money is actually the impact you intend.
Read MoreMany of us believe in impact investing, yet we all have different journeys that opened our minds to it. Learn how women and millennials are leading the impact investing movement today, and how you can get involved.
Read MoreMen help men. Men promote men, then they find more men who look like them, and they make life easy for them, too. Women, en masse, should find ways to fight this tyranny.
Read MoreThe question of whether money can bring you happiness is as old as time (which is money) itself. I’ve written about the topic before, arguing that money can bring you happiness, depending on how intentional you are with it. Since then, some valuable thought has taken place, which, conveniently, adds some credence and depth to my ideas.
Read MoreI couldn't be more grateful for my clients, friends, and colleagues right now. I wanted to directly address the challenges facing our world today, share a pearl or two of wisdom, and hopefully spread some cheer.
Read MoreAs a wealth advisor who prides herself on listening to and understanding people, I feel that I often have a privileged look into my clients’ minds. Unfortunately, what I often find is a tangled knot of discomfort, dominated by their abject paralysis in the face of uncertainty. It is not a pretty sight…
Read MoreGrit, Grace, Growth, and Gratitude — if you’ve come this far, you’ve seen these words repeated all over my site. You might be asking yourself: Why? Why those four Gr-words? Are they not just four more nice-sounding business words?
Read MoreIn July 2017, I spoke at the Impact Capitalism Summit on how women and millennials are leading the impact investing movement. Watch to learn how, more than any other groups, these two invest with their heads and their hearts, instinctively integrating ESG impacts into their investing decisions.
Read MoreEvaluating an investment’s social and environmental impact is the last turn of the screw when it comes to impact investing. It’s very difficult, but increasingly considered necessary — especially by millennials, a majority of whom see social responsibility as a key criterion of good investment.
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