I was recently interviewed by Emily Stewart (Vox) for The stock market can be an emotional roller coaster. It shouldn’t be. She asked about the emotions surrounding investments, trying to outsmart the market, risky investments, who they make sense for, and for some broader reflections. It’s well worth a read! People often ask us if [...]
We are excited to announce that Kathryn Kubiak-Rizzone has joined the Values Added team as an associate financial advisor! Kathryn loves helping women and families navigate the many financial decisions they face on the path to financial freedom, with a specific focus on serving the intersectional needs of women, people of color and LGBT+ folx. [...]
As 2020 finally draws to a close, Bridget, Ari, and I have been finding ourselves extremely grateful to do meaningful work with clients we admire and love to serve. This year has made us more aware than ever before of what a privilege this is. We've been looking for ways to give back to our [...]
Ron Lieber, at the New York Times, is one of my favorite personal finance writers. His commitment to consumers is unerring and his ability to make complex issues understandable and actionable is exceptional. Given my admiration for his work, I was especially honored when he reached out to discuss financial planning and investing during moments [...]
The May/June edition of the Brown Alumni Magazine features Zach and Values Added (link)! "Brown’s alumni ranks are full of people who aim to do well and also do good. Zach Teutsch ’05 has made it his mission to help others do the same."
What would you do if you missed two paychecks? I wrote an article for Vox on: why emergency funds are important, how big they should be, how to get started even (especially) if it seems daunting, why this a weirdly American problem, and some hacks to keep you on track. I hope this helps you [...]
Values Added Financial (VAF) is growing and we'd love to add a third team member in DC. It's a great opportunity to learn financial planning in a mission-driven context with people who care deeply about clients. In the job description, you can learn a lot more about the role, what skills might help someone succeed in [...]
I am delighted to announce that Ari Weisbard has joined Values Added as a financial advisor. I've known him for decades and have often turned to him for advice myself. Like mine, his first career was in public service (DC Council, DC Employment Justice Center, and SEIU). Ari will be using his expertise in estate planning, tax [...]
If you are going to get a mortgage, shop around first! Those simple words might be worth tens of thousands of dollars to you. Whenever I advise clients who are planning to buy a home, I always encourage them to shop for a mortgage. Most people initially say things like "I have a great rate [...]
A major credit reporting company, Equifax, had a large-scale breach. It has effected lots of us. Even those whose data wasn't compromised should still use this as an opportunity to think about data security and whether everything in our credit reports is correct. Check out this great resource on what to do in response to [...]
