Planning matters

What is Socially Responsible Investing?

The last decade has seen rapid growth in the realm of “Socially Responsible Investing”, a blanket term for a wide variety of investment philosophies aimed at aligning your investments with your values. But what does that even mean and how do you get started? Quiz time: When was the earliest use of socially responsible investing?…

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Bond Basics

Stocks & Bonds. A pair that go together like peanut butter & jelly or Ernie & Bert. But, how much do you really know about this crucial component of your investment portfolio? This coming Thursday, August 19, you’ll have a chance to find out in our Ripple Event: Bond Basics. We’ll do an overview of…

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Investment Outlook: A Mid-Year Update

Building investment strategies aligned with your individual goals is an important component of your overall financial picture. As a team, we review accounts throughout the year looking at overall portfolio performance and potential allocation changes in light of current market conditions and economic trends. Below shares our current outlook as we head into the second…

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Value and Growth: When does it Matter?

If you have spent any amount of time watching tv, listening to a stock market update on the radio or browsing the financial papers, you have invariably come across references to “growth” or “value” stocks and mutual funds.  Although intuitively you may understand the difference, why does it matter? Let’s take a look. Growth stocks…

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Bitcoin Basics

There is no shortage of news stories about Bitcoin in the media, but what exactly is Bitcoin? What should you know about it and how do we, as financial planners, think about it?  Few major financial topics have brought about the level of confusion, misinformation, and the hope of striking it rich than Bitcoin. For…

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