I’m a Seltzer Guy
I am not a car guy. By my estimation, a good car is one that I rarely have to think about, including (and especially) when I am driving it. I'd
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Recent Articles
Tax Intention
Do you have a tax intention? Setting an intention for organizing and filing your taxes can help you align this annual "to do" with your values, and bring a sense
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
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
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
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
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,
Part Three: Couples & Money — A Conclusion
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up
Part Two: The Final Two Money Conversations You Need to Level Up Your Relationship
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up
Part One: Conversations Couples Should Have About Money
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up
Looking for somewhere to put your tax refund? 13 organizations that are fighting for an equitable tax system
It’s tax season and everywhere we look there are pieces about clever tax strategies. Those are about personal tax strategies. But what about societal tax strategies? Our current tax system
The Financial Challenges 20-Year-Olds Face Today, And How They Can Find Their Financial Path
Recently, I was quoted in a New York Times article by Isabella Simonetti focusing on the financial roadblocks young people face today. In the article, I suggested that an individual’s
