In a time of resolutions, who doesn't reflect on where, exactly, their money goes? It's one thing to stick to strict dollar amounts and percentages that you set for yourself; it's another to actually ...

Values are our leading principals that can guide us and motivate us as we move through life. But, when was the last time you sat down and thought about your personal values? Students will have the ...

While your values guide your business, they also can (and should) guide your investments. Intentional investing is a powerful way to make a difference. Here’s my experience, along with tips to get ...

Impact investing words with charts on the wall. When planning for retirement, it’s easy to focus on savings and investing without considering values-based investing. But for many mass affluent ...

Do you know what you value? With respect to your grandfather’s pilot watch and that bottle of special-occasion Pappy you have stashed in your office, we’re not talking about possessions. What we mean ...

In my last post, I described the essential role that values play in the life you lead. I also showed how you can deconstruct values so you can really understand what values are driving your life. But ...