Values Added

Risk Factors

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 […]

Welcoming Kathryn Kubiak-Rizzone

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. […]

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 […]

Give with meaning, joy, and impact

Join our 5-day e-course This course will guide you as you create a charitable giving practice that is mindful, tax-efficient, effective, and fun. You’ll get a new email each day starting soon after your sign up. Subscribe * indicates required Email Address * First Name

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 […]

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.”

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 […]

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 […]

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 […]

The Atlantic is asking “Are Index Funds Evil?”

The Atlantic recently published a piece asking a very interesting question: do index funds have the (accidental) impact of limiting competition and driving up prices? Really smart people are taking both sides of the debate. That’s a good sign that it’s worth thinking about. In April 2014, Azar, Schmalz, and Tecu posted an early draft […]

Money in One’s 20s and 30s

There are lots of issues common to folks in their post-college, pre-middle aged years. Here are answers to many questions people in that age range often ask me. I am, of course, happy to provide more specific answers and update the post to reflect concerns left out–just make comments, I’ll be reading them actively. 1) Why […]

What to read?

It often happens that someone wants to take first steps toward financial freedom at a slow pace, learns best from reading, or wants to have some great books to read while we are working together. If you check out any of the titles below, I’d be curious to hear what you think. Here are a […]

Catch me over at the Billfold with Meghan Nesmith

See the latest conversation I had with Meghan Nesmith about money for the Billfold (part of the Awl). It’s mostly about retirement with brief detours to wage stagnation, consumerism, gender and investment, and Canada. Just wanted to add the obvious caveat that though Meghan and I had a great time, that’s not us pictured in the […]