For Our Clients

 

Client Data Webportal

To get to your shared documents: www.box.com

How to Use Box.com Basics VIDEO with instructions on uploading documents

 

Meeting tips

You can join our meetings here. Enter the 10 digit code provided in our email reminders or click on the link directly from our email.

We do NOT recommend connecting in a Starbucks or where it is noisy and a potentially has an unstable internet connection. Connecting to our meetings at work or at home are ideal. A stable and good internet connection is required for us to have a successful meeting.

 

Implementing Your Plan

How to Open and Transfer Accounts at Vanguard VIDEO, shows you how to use the Vanguard website and what information you will need to gather.

 

Legal 

Read our Privacy Policy  

Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Dear Linda, I remember being told that I shouldn’t keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Curious Carl Dear Curious Carl, Protecting your money in the bank versus your money in a brokerage firm requires two separate approaches. Let me explain the process for both. How to protect... Read More

Impact Investing: Creating a Strategy

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. We recommend a top-down, holistic approach to impact investing versus divesting from companies or industries in an ad hoc manner, which can lead to underperformance. At a minimum, it can mean the inclusion of environmental, social and governance (ESG) ratings in the... Read More