Thoughtful perspectives on money, mindset, and living with purpose.
Many investors may be rethinking index funds because they want portfolios that better reflect their values, risk preferences, tax situations, and long-term goals...
It’s possible that in today's day and age many investors may want their money to reflect more than market exposure. We believe some people may want their portfolios to reflect conscience, stewardship, family priorities, tax awareness, and long-term financial planning...
Learn how socially responsible investing, ESG, and true values-based investing differ, and how holistic financial services may help align your money with your values...
A holistic financial planner can help you discover whether your investments truly align with your ethics. Learn the key questions to ask, what to look for inside your portfolio, and how Holistic Finance approaches values-aligned wealth management.
Values-based investing introduces a broader set of questions into the financial conversation. Not just how much can this portfolio return, but what is it funding along the way? Not just how do I protect my wealth, but what kind of world does my wealth help create?
A holistic financial advisor considers not just the financial performance of your portfolio, but the full picture of what your investments are doing in the world...
We believe that when large companies keep consumers in the dark, their motives can often be derived through protecting company profits - not necessarily the consumer.
If you’re leaving a large portion of your cash in a traditional checking or savings account, you could be missing out on meaningful interest earnings that help grow your financial safety net..
Ultimately, ethics matter to us. And yet, when it comes to our investments, many of us unknowingly set those ethics aside...
It’s easy to assume that investments quietly sit in the background of our financial lives, but every dollar invested plays a role in shaping the world around us...
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