Insights

Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!

Blog

Estate Planning Tax

Colorado Estate Tax: What You Need To Know

August 27, 2026

An estate tax is a tax on the transfer of a person’s taxable estate at death. It is generally based ...

Retirement

Using Wealth to Enrich Lives Today and Tomorrow

August 24, 2026

Planning tools for family support, charitable giving, and legacy decisions Not every decision has to be the best financial decision. ...

Retirement

The Three Jobs of a Retirement Portfolio: Liquidity, Income, and Growth

July 8, 2026

Retirement changes the job of a portfolio. During the working years, the portfolio is often something being built for the ...

Articles and Research Planning

What Is Your Wealth For? Better Questions for Financial Planning With Purpose

June 8, 2026

Most Financial Planning Starts With Practical Questions How much should I save? How should I invest? When can I retire? ...

Planning

Why CFP® and Fee-Only Advice Matter When Aligning Wealth With Purpose

May 20, 2026

Money decisions are rarely just financial decisions. They are decisions about security, freedom, family, giving, legacy, and sometimes the kind ...

Retirement

From Accumulation to Distribution: Planning for Retirement Income With Confidence

April 11, 2026

There is a moment we see often with clients, the point when the final paycheck comes in and retirement starts ...

Balancing Purpose and Performance: Investing Without Compromise

Investments

Balancing Purpose and Performance: Investing with Discipline and Clarity

March 31, 2026

Many investors want their portfolios to reflect more than financial goals alone. They want their money invested in a way ...

Investments

What Values-Based Investing Really Means for a Fee-Only Fiduciary Firm

March 9, 2026

Most people who ask about values-based investing are trying to connect their money with what matters to them. That sounds ...

Planning

Aligning Wealth With What Matters: Purpose & Philosophy

January 23, 2026

Money decisions rarely arrive in isolation. They show up alongside work demands, family needs, market headlines, and the constant pull ...

Investments

Private Credit Interval Funds

June 24, 2025

Private credit interval funds are currently drawing attention from investors looking to access private lending markets without locking up their ...

Investments Real Estate

Interval Real Estate Funds: A 101 Guide

May 19, 2025

Real estate is a cornerstone of many portfolios; however, exploring new ways to invest in the sector can be intimidating. ...

Articles and Research Economy

How a Washing Machine Freed a Generation — and How Today’s Tariffs Threaten Progress

May 8, 2025

In 2010, Hans Rosling gave a TED Talk that still sticks with me. The statistics he used might feel a ...

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…

Sample Newsletter

Join our newsletter

Our annual impact report provides an overview of our work, the markets, etc…

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

ESG Metrics and Insight Report

ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.

Impact Investing

in Affordable Housing

Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.

Impact Investing

for the Environment

Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.

Impact Investing

Closing the Gender Gap

Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.

Impact Investing

in Sustainable Agriculture

Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.

Insights

Annual Impact Report

Recent Newsletters

Annual Impact Report

Sample Newsletter

Join our newsletter

Impact Investing

in Affordable Housing

Impact Investing

for the Environment

Impact Investing

Closing the Gender Gap

Impact Investing

in Sustainable Agriculture

Join Our Newsletter

Please Type "View" in order to view the sample newsletter.