From Good to Great: Alternative Investment Opportunities in Renewable Energy

Seven white wind turbines stand in a row against a bright green background, each with three blades, highlighting renewable energy and attractive investment opportunities in clean power.

“Energy is essential for development, and sustainable energy is essential for sustainable development.” — Tim Wirth For a former member of the Senate born in 1939, Wirth was considered a trailblazer in the world of low-carbon energy alternatives, natural gas, and environmental issues. Once an unimportant subject often minimized by more pressing contemporary issues of […]

Pass the Torch Without Getting Burned: Adult Children, Risks, and Advisors

Two hands are shown against a blue background, with one hand passing a baton to the other, symbolizing advisors guiding adult children in transferring responsibility and managing potential risks.

“Letting go is hard. But harder still is not letting them reach their full potential.” — Anonymous When it comes to threats facing client-advisor relationships and your long-term financial plan, it’s unlikely that “adult children” come to mind. But in reality, failing to warm your adult children to your advisor can cause significant issues down […]

Is $2 Million the New 1$ Million for Retirement?

Two people seated in wooden lounge chairs hold hands under a large patio umbrella, set against a plain blue background—enjoying the comfort of retirement and the rewards of their $2 million retirement savings.

“A million dollars isn’t what it used to be” — Howard Hughes Born in Texas in 1905, the (in)famous business magnate’s words still hold weight. Suddenly, the romanticized goal of $1 million is under scrutiny as a realistic, sustainable nest egg for retirement. Inflation may eat away at your savings, but if you understand how […]

Dividend Growth Potential

“History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” — Shelby M.C. Davis

5 Investment Strategies to Navigate a Volatile Bear Market

A person in business attire stands in front of a fluctuating line graph, appearing to contemplate or analyze investment strategies amid a volatile market, against a green background.

The key to making money in stocks is to not get scared out of them. – Peter Lynch While we all prefer bull markets, it’s no secret that bear markets play an active role in these cycles. Knowing how to react and adjust to both can make all the difference to your personal finances. Individuals […]