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Newsletter Article

Investment Commentary—Second Quarter 2023

For those interested, in this quarter’s investment commentary I try to briefly summarize my market views, with charts and extended ...

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impact investing
Newsletter Article

Mid-Year 2023 Impact Investing Update

An update on Hesperian's latest impact research and activism and also a discussion of current events going on in the ...

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cash management
Impactful Blog

The Advantage of Cash Alternatives Over a Savings Account or CD

You can get a decent return on a savings account or CD. But professional cash management can get your money ...

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Impactful Blog

Are Your Finances Ready for Student Loan Payments to Resume?

Student loan payments resume October 1. There’s never been a better time to get your financial house in order.

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parent loans
Impactful Blog

Private Student Loans: Eric Figueroa Featured in MoneyGeek

The big risk with private student loans is you don't get any of the benefits and extra protections offered to ...

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plan delivery
Impactful Blog

The Dream Statement: An Important Input to Your Financial Plan

With a Dream Statement, we help clients document their vision for the future in their own words. It then guides ...

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