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 ...
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 ...
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.
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 ...
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 ...
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 ...