Weekly Blog

What does CFA mean?

I have three letters after my name that I am quite proud of, even if most of my clients don’t understand what they mean. Either the CFA Institute or I haven’t done a good enough job explaining those marks, maybe both. Let me take a few minutes to try today. What does...

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Sustainability-Linked Bonds

Achieving your goals in finance often involves aligning incentives with your desired outcome. This is an area where traditional green bonds have fallen short. Companies have been issuing green bonds for years with promises to use the money on projects like solar...

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You don’t have to enjoy investing

I took my 11-year-old car in for an oil change this weekend. To my delight the courtesy inspection didn’t find anything wrong. That’s a nice outcome for an old car. My car runs well. I hope I get a few more years out of it before I have to replace it. You can tell...

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How to earn more on your cash – hold less

Are you looking to earn more on your cash? Are you tired of earning pennies of interest on thousands of dollars that you have sitting idle each month? Okay…take more risk. That’s the only way to do it. There are many products that have been created to offer better...

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