Financial & Investing Insights
Explore expert insights on sustainable investing, tax-efficient strategies, retirement planning, and wealth management. Our blog delivers clear, fiduciary-first guidance to help you make informed decisions and build lasting financial security.
Is AI Overhyped, or Just Getting Started?
The headlines say AI will take our jobs. The hype says it will change everything. The truth is probably a bit more nuanced.
Wild Ride in the Market, Sustainable Investing in 2025 and Cash on the Sidelines
Find out what’s driving market performance in 2025, why clean energy is quietly outperforming, the hidden cost of holding excess cash, and why history continues to favor long-term investors.
Impact Market Update: Tariffs, Market Corrections, and Worst-Case Scenarios
Tariffs. Volatility. Uncertainty. Here’s why panic isn’t a plan and what actually works.
The Stock Market and Return of Trump: Should You Be Worried?
With Trump back in office, investors are asking: Should we be worried? Should you take action or stay the course? In our latest post, we address some of these key concerns.
Impact’s Clean Energy Strategy and Market Update
We explore the potential impact of the incoming Trump administration, discuss our strategy for investing in clean energy, and provide a market update
Impact Update: Is This the Calm Before the Storm?
We've had a very long streak of low market volatility while the major indices make new record highs on a regular basis. How long can the party last? Is the economy starting to cool off?
Impact Update: Market Headwinds and Zombie Inflation
Just when you thought it was safe, inflation rears it’s head again! Check out our latest post where we discuss sticky inflation and the areas of the market that are most impacted by higher interest rates.
Planning for 2024 and Beyond: A New Bull Market or Financial Storms Ahead?
In our latest post we discuss falling interest rates, the impact of the looming presidential election on the markets and what you should be doing now with any excess cash.
Navigating Market Challenges: Diversification and Sustainable Investing
Is diversification dead? Should we just scrap the investment strategy and buy the S&P 500? Or better yet, should we skip all of the market volatility and just enjoy a 4% risk free money market yield?
Market Update: Economic Shifts, AI Boom, and Sustainable Investing
Read about what peak inflation may mean for the market, how we view investing in AI and one underappreciated aspect of sustainable investing that drives positive change
Ready to talk to a fiduciary advisor? More questions | Visit FAQ