Skip to content

We have learned a lot over our years of serving clients and we happily share what we know free of charge!

    Recent Articles

    Solar Panels in DC: Go For It (Probably)

    If you have access to a roof in DC, you should probably make sure it is covered in solar panels. Why?  You probably already know that installing solar panels is
    Read More

    Investing in Healthcare Justice: Welcoming DC Abortion Fund to Our Pro Bono Program

    At Values Added, we believe in caring for our clients, our colleagues, and our communities. We’ve found that our experience in investment management and financial planning isn’t just helpful to
    Read More

    The Ethical Investing Series Part Three: How Can You Implement This For Yourself

    The Ethical Investing Series Quick Links: Part One: What Is Responsible Investing? Part Two: The Values Added Approach This is where the rubber meets the road!  In our final installment
    Read More

    The Ethical Investing Series Part Two: The Values Added Approach

    The Ethical Investing Series Quick Links: Part One: What Is Responsible Investing? Part Three: How Can You Implement This For Yourself? In our previous post, we covered the big picture
    Read More

    The Ethical Investing Series Part One: What Is Responsible Investing

    Ethical Investing Series Quick Links: Part 2: The Values Added Approach Part 3: How Can You Implement This For Yourself? When you hear the term “ethical” or “socially responsible” investing,
    Read More

    Part Three: Couples & Money — A Conclusion

    It’s worth working through some of the background questions to give you and your partner more context when you start to have these conversations. Let’s start with the most pressing
    Read More

    Would you like your (charitable) giving to be mindful, tax-efficient, effective, and fun?

    We have created a 5-day series that covers the how, why, who, and when of incorporating a giving practice into your daily life.