Last week I had the good fortune to be invited to an event at the Burridge Center for Finance at the Leeds School of Business on the subject of sustainable investing. Presenters included Professors Asaf Bernstein & Simona Abis, and Angela Bricmont the Chief of Finance for Denver Water, which provides service to 1 in 4 people in Colorado. They all …

Whenever the market takes a tumble, I get a vision of a video I want to send out to clients that I have neither the acting chops nor the production budget to make a reality. I envision a bored-looking man sitting in what looks like a World War 1 trench. There’s dirt being kicked up, distant booming and whatnot. People …

Financial planning has a curious chicken and egg problem. You see, most of the major studies about financial health in the United States are cross-sectional. Studies such as the Survey of Consumer Finances or the National Financial Capability Study are often used to assess everything from financial literacy to the impact of parental education on their children’s financial wellbeing. But …