What the heck is this company doing in my ESG fund?
Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.
Decision fatigue is real, and it's expensive. Every choice we make depletes our mental energy, and by December, most of us are running on fumes. That's when we're most vulnerable to overspending and over-committing. Read on for a simple filter to help you navigate all of the activities of the holiday rush with intentionality and choice.
As we approach the 2025 holiday season, it’s easy to get caught up in the excitement—and expenses—of gift-giving, entertaining, and travel. Between family traditions, year-end generosity, and festive celebrations, holiday spending can creep up quickly. For individuals and families focused on long-term financial goals, it’s important to strike a balance between joy and financial discipline.
Every year, thousands of retirees relocate to new states seeking better weather, lower costs, or a fresh start. But three financial planning considerations can catch even sophisticated retirees by surprise—areas where a seemingly smart move can quietly undermine years of careful planning. From hidden tax traps to obscure property laws, here's what often gets overlooked.
There is something deeply comforting about a bowl of homemade cream of tomato soup. Mackey’s recipe transforms simple ingredients into a flavorful soup that is worlds away from any canned version.
In a world where success is often measured by accumulation, there’s a growing recognition among accomplished individuals that true fulfillment comes from contribution. The question isn’t joust “How much can i earn?” but “How much can I impact?”
This shift represents the difference between charity and philanthropy, between reactive giving and purposeful impact
The anxiety among investors is understandable, given sky-high inflation, stock market losses, the war in the Ukraine, and looking mid-term elections. However, now is not the time to panic. One of my favorite quotes from Mark Twain is “History doesn’t repeat itself, but it often rhymes”. And what is happening today, certainly rhymes with what we have seen in the recent past.