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What to think about before making a “risky” investment

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 [...]

By |2022-08-08T08:54:15-05:00August 8th, 2022|Uncategorized|0 Comments

Welcoming Kathryn Kubiak-Rizzone

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. [...]

By |2021-03-30T10:39:54-05:00March 30th, 2021|Uncategorized|Comments Off on Welcoming Kathryn Kubiak-Rizzone

2020 Giving Suggestions From Clients

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 [...]

By |2020-12-29T15:26:26-05:00December 29th, 2020|Uncategorized|Comments Off on 2020 Giving Suggestions From Clients

Discussing Investing During Political Turmoil with Ron Lieber (NYT)

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 [...]

By |2020-12-01T10:29:41-05:00December 1st, 2020|Uncategorized|Comments Off on Discussing Investing During Political Turmoil with Ron Lieber (NYT)

Zach was featured in the Brown Alumni Magazine

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."

By |2020-11-24T10:41:39-05:00May 20th, 2019|Uncategorized|Comments Off on Zach was featured in the Brown Alumni Magazine

What would you do if you missed two paychecks?

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 [...]

By |2020-11-24T10:45:36-05:00January 30th, 2019|Uncategorized|Comments Off on What would you do if you missed two paychecks?

We’re hiring! Join us and help progressives build thoughtful, prosperous financial lives!

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 [...]

By |2018-10-31T13:56:47-05:00October 31st, 2018|Uncategorized|Comments Off on We’re hiring! Join us and help progressives build thoughtful, prosperous financial lives!

Welcoming Ari Weisbard to the team

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 [...]

By |2018-02-21T20:29:00-05:00January 3rd, 2018|Uncategorized|Comments Off on Welcoming Ari Weisbard to the team

You might be able to save tens of thousands of dollars on a mortgage–shop around

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 [...]

By |2018-02-21T20:29:00-05:00September 15th, 2017|Uncategorized|Comments Off on You might be able to save tens of thousands of dollars on a mortgage–shop around

Easy Steps to Take in Response to the Equifax Breach

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 [...]

By |2018-02-21T20:29:00-05:00September 12th, 2017|Uncategorized|Comments Off on Easy Steps to Take in Response to the Equifax Breach
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