Posts

Do You Need a Robo-Advisor or a Human Financial Advisor?

Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.… Read the rest

Three Investment Strategies To Tackle Climate Change

We’re proud to be featured in a new article at U.S. News and World Report, “Three Investment Strategies to Tackle Climate Change.”

EXCERPT:

In a post-election climate where much of an incoming White House administration is filled with anti-climate change proponents, some investors are trying to take a public stance.Read the rest

Seven Ways to Invest With a Theme In Mind

Over at U.S. News and World Report, Krull & Company’s Peter Krull joins several thought leaders in discussing how millennials are adapting the trend of “thematic investing.”

Forget the investing style of your parents and grandparents. As times have changed, so have attitudes.

Read the rest

One Week Later…

It looked like the sky was falling. On Friday the 24th, European markets dropped nearly 11 percent*. That same day, the S&P 500 dropped about 3.6 percent*. And the following Monday the 27th, it was more of the same.

But here we sit a week later, and we’ve seen a stabilization in the markets, and four straight days of positive returns.Read the rest

So You’ve (Unexpectedly) Inherited Some Money…What Next?

It can feel like a rollercoaster when you unexpectedly receive news of an inheritance. It could be completely out of the blue, or it could include a larger or smaller sum than you thought might be available. Here are five steps to navigate your new financial situation, and how to best handle it when others may be involved.… Read the rest

Women Are Leading More Investment Strategies…Here’s Why

“Money is something we choose to trade our life energy for. Our life energy is our allotment of time here on earth, the hours of precious life available to us….it is limited and irretrievable…our choices about how we use it express the meaning and purpose of our time here on earth.”

Read the rest