Insights + Resources

Men’s Shelter of Charlotte

Feb 22, 2017

FullSizeRenderWe couldn’t have asked for a better way to kick off our 2017 Epic Outreach effort than serving lunch to over 180 men at the Men’s Shelter of Charlotte. They operate Mecklenburg County’s only two year-round emergency shelters for men experiencing homelessness. Basic needs are met, including a bed, meals, restroom/shower facilities, laundry, and personal hygiene items. A host of on-site services is also available including a volunteer-run Housing and Employment Resource Center (HERC), substance abuse and mental health services, peer support, medical respite, and bi-monthly visits from volunteer dentists. A special thanks to “Champ” for his incredible instruction, guidance and big heart. To learn more, or to help support them financially or through volunteering, please visit their website: http://www.mensshelterofcharlotte.org

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Jun 14, 2019

Now is a good time to think about a few financial matters. Making changes earlier rather than later. If you own a business, earn a good deal of investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to think about making some tax moves now rather than in … Continue reading “Tax Moves to Consider in Summer”

Jun 12, 2019

A little frugality may lead to a lot of financial progress. Americans have a great deal of disposable income relative to many other nations, yet our free spending can take us further and further away from the potential for financial freedom. Some people fall into crippling spending habits and injure their finances as a consequence.  … Continue reading “Bad Spending Habits That Can Be Corrected”

Jun 10, 2019

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable inheritance, that child may look at family wealth … Continue reading “Heirs, Value and Family Wealth”

May 24, 2019

I’d like to shine a bright light on the ever-growing popularity of impact investing and then define the three types of investors found to have the most interest in what seems to be this relatively new (although it’s actually not) and seemingly unknown (only to the retail investor) area of the investment marketplace. Let’s hop … Continue reading “Impact Investing: Have You Heard of it? You Will.”

Mar 27, 2019

Having attended the 2018 SRI Conference in Colorado Springs, aka: SRI in the Rockies back in November, I remember returning not only inspired to continue the work we do, but reassured that the work we do for our clients is simply the right work to be doing. SRI is the acronym for investments that focus not only on a financial … Continue reading “You Don’t Know What You Don’t Know”

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