A well-thought-out plan can help you define, articulate and take steps toward achieving your long-term financial goals.
As Alan Gotthardt, author of The Eternity Portfolio said, “Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”
Social screening, shareholder advocacy, and community investing each provide a way for investors to express their values. Each channel has strengths and limitations.
While your credit score plays a crucial role in the strength of your loan application, it’s not the only factor lenders consider, and a less-than-stellar credit score won’t necessarily disqualify you from funding.
While instant wealth is fun to think about, it is elusive. Wealth looks like it was created overnight when it was actually created through years of hard work.
Psychological research and behavioral evidence have demonstrated that humans typically regret losses at least twice as much as they appreciate similar-sized gains. We are “loss-averse.”
Colorado's wine industry has been steadily growing for years; there are now 146 producers in the state. It is estimated that the contribution of the Colorado wine industry to our local economy is around $21.1 million from direct wine sales. Setting aside the pleasure many of us get from drinking it, should we consider investing in wine and how do we go about doing so?
The best banks can help guide and mentor a growing business.
The Paradox of Choice is a behavioral finance doctrine that describes how the presence of too many choices is paralyzing and debilitating, hindering decision-making.
All of this takes time and effort, but without securing a loan or other business funding, it can be difficult or more time-consuming to reach your business growth goals.
EHRs are expensive to plan for, implement, train and maintain.
We, on the other hand, believe they are complementary and not mutually exclusive. Based on our research, neither an all-passive, nor all-active portfolio, is an optimized portfolio. Rather, optimal appears somewhere in the middle, hence our comparison to yin and yang.