Author: John Hall

How Millennials Can Prepare for Financial Future in the Modern Age Ask your grandparents about their retirement income. You’ll likely hear the word “pension” or references to “social security.” For younger generations, however, pensions aren’t as readily available and the “security” part of social security simply isn’t as, shall we say, “secure” as it once was. On the plus side, investing has become cheaper, more efficient, and easier to do on your own. So what’s a financially savvy millennial to do? Take charge of your own future! Know your options. This typically starts with your employer. What retirement savings...

Plan Your Journey It seems like just yesterday you were looking ahead to the next 10 years of your career and planning for that next job, the next move, the next pay increase. Now, all those “nexts” seem to pale in comparison to the big “next” that somehow crept into the horizon: retirement. This time in our life should be one that leads to peace of mind. For many, unfortunately, it leads to stress first. The questions linger in our head: • When is the right time? • Will my money last? • When do I file for social...

Personal Investments with Local Impact Impact investing is all the rage these days. So what is it? Impact investing is a catch-all phrase used when investments serve a dual purpose to both provide a potential return and serve as an instrument of change to have an “impact” with a cause the investor personally cares about. A good example of this would be an environmentally-focused mutual fund that invests only in “green energy” companies such as those involved in solar or wind power generation. An often overlooked type of impact investing, however, is the kind that can have a local...