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The most recent annual report by the U.S. SIF Foundation reports that over 11% o ...Readmore...
The Interfaith Center on Corporate Responsibility released a letter signed by 12 ...Readmore...
Tag Archives: holistic financial planning
By Christopher Peck Is your life humming along as you’d like it to? Do you whistle while you work? Do you need any fine-tuning? Do you march to the sound of a different drummer? Can you think of another clever … Continue reading
By Christopher Peck I used to work at a native plant nursery in Santa Fe, New Mexico, and folks would come in and ask about grass for their lawn: “it needs to be very drought tolerant, soft for my grandchildren … Continue reading
By Christopher Peck What’s your most valuable asset? Your home, your retirement portfolio, your brokerage account? When I talk with clients about their balance sheets and we’re talking about assets, these are the usual answers. My guess is that for … Continue reading
By Christopher Peck I’ve been writing about using less energy, saving money, and reducing expenses. It’s time to switch strategies, time to punch the gas, not just tap the brake. From a holistic financial planning perspective reducing expenses is crucial, … Continue reading
By Christopher Peck The fall has always seemed like a time for coming home and getting settled. In the annual holistic financial planning calendar, we are ready to begin a new cycle. As we take stock of our lives after … Continue reading
By Christopher Peck This piece first appeared in the Winter 2009 issue of the Natural Investing newsletter One of the fundamental first steps in holistic financial planning is figuring out what you want to do with your life. How do … Continue reading
By Christopher Peck In the last two newsletters I’ve discussed the wonder solution to all our problems: scenario planning. I brilliantly summarized my argument this way: we cannot predict the future, trends don’t help us much, knowing which one possible … Continue reading
By Christopher Peck As I’m sure you remember from the last post, I was discussing the wonder solution to all our problems: scenario planning. As you no doubt recall, I brilliantly summarized the first half of my argument in this … Continue reading
By Christopher Peck Lately almost every day someone has asked me some variation of the following question: “Hey Christopher/ financial advisor/money dude/human, I’ve been reading about Peak Oil/falling dollar/pending terrorist attacks/ trading account deficits and I’m thinking about selling my … Continue reading
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