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.

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Patrick Dinan Patrick Dinan

Impact Fiduciary's Summer Update

The stock market has been on fire lately. What is driving the recent upturn? Unfortunately the earth has also been heating up as we've continued the trend of breaking record temperatures this year. Read to find out how investing can actually help solve climate change and how you can take action!

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Patrick Dinan Patrick Dinan

Here's to a Sustainable 2019!

The stock market was not kind to investors last year. In fact, it was the worst year since the 2008 Financial Crisis. Fortunately, 2019 is off to a much better start! The market started rallying the day before New Years and hasn’t looked back….

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Patrick Dinan Patrick Dinan

One Trillion Watts

Let the sunshine in, let the sunshine, the sunshine in. Oh let it shine, c'mon. Now everbody just sing along....I recommend blasting this song if you ever need a pick-me-up. It’s almost as good as a cup of coffee.

I have been following the alternative energy space closely over the past decade. It has certainly had it's share of ups and downs, but it now seems to be on a trajectory that is very promising. I'm excited about the implications, especially, since I have two young kids and enjoy breathing clean air!

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Patrick Dinan Patrick Dinan

Impact's Mid-Year Update: Markets and Sustainability

It's hard to believe we are more than halfway through 2018! So much has happened and the markets have been exciting to watch (at least for me). Today I'll recap some of the more interesting developments and shine a spotlight on an important area of sustainable investing.

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Patrick Dinan Patrick Dinan

Tax Refund? Invest in Your Relationship!

Are you fortunate enough to get a refund this year? Maybe you’re wondering what to do with the extra money. I’ll start with the practical advice, then jump into the unconventional.

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Patrick Dinan Patrick Dinan

Intentional Investing

Intentionally investing your money is one of the easiest activist decisions you can make. You can divest from shitty companies while sitting in your pajamas in your favorite chair with the TV on in the background. No protest sign required!

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