Values Added

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 of grounding as you go through filing season. A huge thanks to Jessy Tolkan and Drive Agency for their creative partnership on this intention project! […]

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 one of the most positive changes we can make personally to help the environment and slow climate change. Solar panels are also usually quite profitable […]

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 people, but its power can be a source of critical support to organizations. That’s why we have a pro bono program where we help high-impact […]

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 of the Ethical Investing series, we’re going to go over how you can hit the ground running to implement Ethical Investing in your financial plan. […]

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 concepts of ethical investing and what levers are available for investors to “pull” to create a values-aligned portfolio that works uniquely for them. In part […]

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, what do you think of? Some people think of investing in solar energy, and others think of excluding companies they don’t support from their portfolios. […]

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 question most couples have – should we merge our finances?

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 Your Relationship Part Three: Couples & Money — A Conclusion In our initial blog post, we started to explore the many reasons having money conversations […]

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 Your Relationship Part Three: Couples & Money — A Conclusion For many, money is a source of stress, conflict, and fights within their relationship. In […]

Part 5: How can I make my giving more tax efficient? Charitable planning guide

In the final part of our charitable giving guide, we’ll discuss how you can use your charitable giving program to reduce your taxes. First, we value many kinds of giving: person-to-person, political, community aid, small organizations, large organizations, and more. However, the IRS doesn’t treat them all the same. If you want an income tax […]