Insights: Investing

Taxes Risk Estate Planning College Umaine Uncategorized ESG In The Headlines Podcast Blog:PFA Ponderings Investment Commentary Podcast: Financial Discretion Advised Industry Insight Events About Us Market Commentary Podcast: PFA Advisor Huddle Insurance PFA In the News Investing Student Loans Real Estate Social Security Retirement Financial Foundations
Distribution
May 29, 2021

How to do 529 distributions

Preparation Accumulation Distribution
May 20, 2021

E14: Investment Account Taxation

May 4, 2021

ESG and Voting Rights

Preparation Foundation Accumulation Distribution
May 3, 2021

E12: Inflation with Sam Chaplin

April 13, 2021

E11: ESG Investing w/ Special Guest Jim Bradley

March 3, 2021

E9: Investment Planning Strategies

February 1, 2021

Why we bought GameStop

December 18, 2020

The stock market isn’t the economy, and the S&P 500 isn’t the stock market.

Preparation Accumulation Distribution
August 20, 2020

Contextual Finance- or Why Benchmarks are Important