Tag: Retirement Planning

A Lesson from Uganda

Feb 12, 2016

FullSizeRenderExactly one month ago today, I returned from a 12-day trip to Uganda. While there, myself and a group of 15 others did water projects such as building a rainwater harvest tank and making and distributing bio-sand filters. The organization that hosted the trip was a non-profit based out of Boone, NC called Wine to Water. Their founder, Doc Hendley, received a CNN Hero award back in 2009 for the incredible work that he himself had done both in Darfur and Uganda. Doc has inspired thousands, myself included. The work they do at Wine to Water changes lives. In fact, it changes entire communities. They do real boots on the ground stuff, bringing clean water to those in need. They make an impact with what they do. And I’ve seen it first hand. (more…)

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Take Control of the One Thing You Can Control … YOU

Mar 4, 2014

Final PicWhy do we plan a vacation? Many, if not most of us, lay out meticulous plans to ensure that our trip goes smoothly. Doing so enables us to do all the things we want to do and see all the things we want to see. But what would happen if we didn’t create a plan in advance? Might a relaxing vacation turn out not so relaxing? Might a potentially great experience turn into a frustratingly negative one? Don’t get me wrong, I know some folks live for spontaneous adventure, but I can’t imagine too many of us like to travel without some sort of plan. By setting an itinerary or planning ahead many of the main aspects of your trip, you can have your expectations become a reality and help to minimize most travel snafus. We plan because there are rewards for doing it. (more…)

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Estate Planning for the Soul

Mar 4, 2014

Society Charlotte - February ImageLet’s Have Dinner and Talk About Death. No, this is not a review of Theater Charlotte’s dinner mystery entitled Wine, Chocolate & Murder (doors open at 6:30 on Saturday, February 15th), although I do hear that makes for a fun night out with your Valentine. This is going to be much more personal, and it’s my hope, that you will find it much more valuable. There is a social movement currently taking place which I think it is simply outstanding, and well worth discussing.

Are you familiar with TED Talks? If you are not, go to www.TED.com. TED stands for Technology, Entertainment and Design. It is a global set of live conferences (mini presentations) that promote “Ideas Worth Sharing”. You can find extremely interesting presentations, no longer than 10-15 mins. in duration, given by thought provoking individuals on a very wide array of topics. Its popularity has spawned other TED Channels, one of which is TED MED (www.TEDMED.com) solely focused on health and medicine. It is on this particular site that I came across “Let’s Have Dinner and Talk about Death”, presented by Michael Hebb back in April of 2013. (more…)

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Taking Out and Putting Back

Mar 4, 2014

“It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it.” That’s a quote from a pretty intelligent guy by the name of Albert Einstein. It is tough to challenge just about anything that came out of his mind, but it’s probably even tougher to measure what one actually takes out of this world. We spend a lifetime of taking out. But can one spend a lifetime of putting back (or giving back)? (more…)

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A Financial Check-up from the Neck-up

Sep 8, 2011

financial checkupWe have all suffered through (and many are still suffering through) the second worst economic downturn in our country’s history.I Was There” and no one is even handing out the proverbial free tee-shirt. But there have been signs of hope, as the stock market has rebounded well off its 2009 lows, corporations are in much better financial shape, investors have delevered, and many economic indicators are still moving in the right direction (albeit at a much slower pace than most would like to see). The most stubborn areas can still be seen today in the housing market and the elevated levels continuing in unemployment.  Add to that the US debt debacle, as well as European debt woes, slowing growth in the emerging markets, an S&P US rating downgrade and the media is once again having a feeding frenzy. (more…)

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More Insights

Apr 18, 2017

While doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a … Continue reading “Are You “Wealthy”?”

Nov 15, 2016

WASHINGTON, D.C., November 14, 2016 – Sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the United States according to the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today. The biennial Trends Report—first … Continue reading “US SIF Foundation Releases 2016 Trends Report”

Nov 11, 2016

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and … Continue reading “Market Impact of a Trump Presidency”

May 29, 2016

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up … Continue reading “Impact Investing: Performance, Purpose and Positioning”

Apr 6, 2016

“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court … Continue reading “Why We Embrace Conscious Capitalism®”

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