Rethinking What ESG Investing Means
Understand ESG labels, read the actual fund criteria, and discuss feasible stock exclusions alongside retirement needs, costs and diversification.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
4 Strategies for Reducing Risk in Your Investment Portfolio
Manage investment risk through cash reserves, a disciplined investing approach, diversification and a fee-only fiduciary perspective.
The Four Pillars of ESG Investing
Define your preferences, understand your holdings and weigh costs, diversification and taxes before applying ESG or other values-based investment criteria.
Personal Index Portfolios: Faith-Based Investing
Discuss faith-based investment preferences with Todd, including feasible direct-stock exclusions, ETF limits, diversification, costs and retirement priorities.
Understanding the Impact of Taxes on Your Retirement
Understand how retirement withdrawals, Social Security and Roth conversions affect taxes, then coordinate those decisions with your investments and spending.
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