News

Quarterly Client Letter – Q1 2018

The market engaged in a lock step game of tug-of-war between the bulls and the bears in the first quarter as two powerful, diametrically opposed forces competed for supremacy.

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SUSTAINABLE INVESTING: DOING WELL AND DOING GOOD

We believe in nurturing the kind of financial wellbeing that promotes a more fulfilling life as a whole. That’s where sustainable investing comes in and why we have created our sustainable portfolio.

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Currents Winter 2018

Please see our Winter 2018 Currents Newsletter!

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How to retire happy and comfortably – Business Insider

See what Jill had to say at Business Insider on how to plan for a happy retirement!

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Quarterly Client Letter – Q4 2017

Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.

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MarketWatch Series

Jill Fopiano talks to MarketWatch about retirement gifts that make a difference.

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Currents Fall 2017

Please see our Fall 2017 Currents Newsletter!

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A Note From Jill

Jill Fopiano shares thoughts on balancing living in the present versus saving for the future.

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Quarterly Client Letter – Q3 2017

The third quarter was a stormy one everywhere but the financial markets. Hurricanes Harvey, Irma, Jose and Maria dominated the news, flooded much of Houston and southwestern Florida and devastated the Caribbean. While these events are critically important to humankind and those individually impacted, the markets seemingly shrugged them off and continued to move higher.

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