photos courtesy of Gary Morrison

How to Create an Earth Day 2012 Investment Portfolio

April 20, 2012

Over the last few blog posts, I’ve been describing sustainable investing and what it might mean to you. Today, I want to talk about how to create a sustainable investment portfolio. Keep in mind it’s best if you follow the five basic principles of successful investing even if you are creating a portfolio that follows Socially [...]

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Earth Day 2012 Investing

April 19, 2012

I’ve devoted the last three blog posts to the topic of Socially Responsible Investing (SRI) in general and, in honor of Earth Day on April 22, sustainable investing in particular. Sustainable investing focuses on excluding companies that are harmful to the planet and emphasizing companies that follow good earth stewardship practices. If you want to create [...]

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Earth Day Reminds Us We Can Change The World By Investing Differently

April 18, 2012

Earth Day 2012 is Sunday April 22 and it offers you the chance to think about how you can change the world by investing differently. As I’ve written in the last two blog posts, the investing world has evolved to the point where you can choose to invest in companies engaged in sustainable businesses practices [...]

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Investing to Honor Earth Day 2012

April 17, 2012

Earth Day – the annual celebration of the planet – is Sunday April 22. As I wrote in my last blog, you can invest in a way that supports the planet if you choose. Under the larger title of “Socially Responsible Investing” (SRI), there is another investing approach called “sustainable investing.” Sustainable investing focuses on [...]

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Investing and Earth Day April 22, 2012

April 12, 2012

You may have heard about Earth Day, but did you know that it was first celebrated in San Francisco on April 22, 1970? Now, over 100 countries celebrate Earth Day every April 22. Earth Day was invented by John McConnell and is a day for fostering appreciation of the earth’s environment and awareness of the [...]

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First SmartMoney Rule™ Protect Yourself

April 10, 2012

There are six SmartMoney Rules™ that I use to guide clients. They are: Protect yourself Create a plan based on your values Use cash flow effectively If you’re still working, save regularly, or if you’re retired, spend smartly Invest wisely Review and adjust your course regularly Sometimes new clients will ask me why “Protect Yourself” is [...]

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Canadian Penny Will Go Away

April 5, 2012

In case you didn’t notice it, last week the Canadian government announced that it will no longer manufacture pennies. It seems that it costs the government 1.6 cents to make every penny. While this decision won’t take pennies out of circulation anytime soon, after all, there are billions of pennies in circulation in Canada, it will eventually [...]

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Financial Planning Help For Smaller Budgets

April 4, 2012

Emily Glazer recently wrote a nice article for the Wall Street Journal titled “Financial Planning on a Limited Budget.” The reporter mentions the group of fee-only financial advisers that I belong to (Garret Planning Network) and  interviewed a couple of my clients for the article. She referenced one of them in it (Ann Wittkowsky). Check it out [...]

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What We Can Learn From Lottery Winners

April 3, 2012

As you probably know, last Saturday three people picked the winning numbers in the latest mega millions lottery and will split $640 million. After taxes, each of these people will receive roughly $150 million as a lump sum. What can we learn from this episode?   First, it’s more than likely that these people will blow [...]

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March Investment Lesson

April 2, 2012

Because it’s the first business day of April 2012, I wanted to remind you about an important investment milestone that we passed in March 2012. On March 9, 2009, the Standard & Poor’s 500 index hit a bottom of 676. Since then this index is up 108%.   Patience is an under-valued virtue when it comes to [...]

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