7 Smart Money Moves For Financial Success


The first step is to forgive yourself for your past money mistakes. That sounds a little "woo-woo", but I do think it's an important starting point. Stop beating yourself up for decisions you made in the past, and go forward from here.

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Alyssa Lum
What is ESG (Values-Based) Investing?

There are lots of terms out there that all refer to the same basic idea: aligning your investment dollars with your values. It has often been called Socially Responsible Investing (SRI) and sometimes, Impact Investing. A key strategy of values-based, sustainable and responsible investing is incorporating environmental, social, and corporate governance (ESG) criteria into investment decisions.

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Your Budget = Your Priorities

Be honest: what do you think when you hear the word budget? If you are like most people, maybe you think about spreadsheets and restrictions and self-denial and past failed attempts at reigning in your Amazon purchases.

First, let's call it a "spending plan", not a budget. Semantics, I know, but putting it in terms of spending puts you in the right mindset.

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RIP Jack Bogle

Last week the world lost one of its great thought-leaders. John "Jack" Clifton Bogle, founder of Vanguard and highly influential crusader for investors’ rights, died in Bryn Mawr, PA, on January 16th at the age of 89.

There have been no shortage of accolades and amazing quotes about the legacy of Jack Bogle from the heavy hitters in the finance industry. One of my favorites is by Warren Buffet:

“Jack Bogle has done probably more for the American investor than any man in the country.”– Warren Buffett

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