Dec 28

ESG Investing Back in the Arena, Political Hot Potato Gets Tossed Again

By Steven Smith | ESG Investing , Meanderings , Uncategorized

The political football has been tossed back into the hands of workplace retirement investors who want to take their values into account in managing their portfolios. At the end of 2020, the US Department of Labor, responsible under ERISA for regulating 401Ks, changed the rules for sustainable investing, moving the goal posts for fiduciaries by […]

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Apr 14

1st Quarter Client Note

By Steven Smith | Uncategorized , Waypoints

We finally turned the corner on Covid (hopefully) and now find our European allies facing the worst military crisis since World War II — and possibly on the precipice of a nuclear confrontation with the out-of-control Russian leader. After being down by over 10% mid-quarter, the S & P 500 (total return) Index ended the […]

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Nov 15

Book Review: The One Page Financial Plan: A Simple Way to be Smart About Your Money, Carl Richards (Penguin 2015)

By Steven Smith | Financial Lifestyle , Peak Thoughts , Retirement , Wealth Management

Running joke: If it’s a one-page financial plan, then why isn’t the book only one page? I first read Carl Richards’ novelty of a book, The One-Page Financial Plan,  when it was published in 2015. But I only recently grabbed it off the shelf to re-read and figure out ways to apply it in our […]

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