In a world filled with ongoing social and environmental challenges, it makes sense that today’s investors want more than monetary gains on their investments.  Many are choosing to invest in Socially Responsible Investing (SRI). This is where money investments reflect personal, political and societal views. This concept has been around for a long time.…

Read More

Have you considered the number of digital assets you have out there in cyberspace? Today many of us access our banking, financial accounts, and brokerage accounts directly online. We also have web-based business sites, blogs, social media accounts, email account, eBooks, digital music, etc. The list can go on. So how do we protect our…

Read More

My 88 year old father, Mente, taught me about investing and financial management all my life. He has founded and managed our family businesses and office beginning in the early 1960’s to the present. His advice to me was “use your common sense, Ann” and that saying helped form my life. Dad is exceptional at…

Read More