Stocks Cross the Bear Market Threshold

While not minimizing the risks ahead, we note a number of positive factors that lead us to believe that if a recession is forthcoming, it is likely to be short and shallow. 

Our 2021 Impact Report Video

Watch our latest video where Jennifer Murtie, Akeiva Ellis, Will Tickle, Julie Pulda, and Humberto J. Soares talk about our 2021 Impact Report.

Changing Horses Mid-Stream: Resist the Temptation 

When stock markets suffer a painful drawdown, panic, doubt, and self-preservation
instincts to de-risk often kick in. History suggests that it is wiser to stick to your original
plan.

Bad Starts: The first four months of 2022 were full of sound and fury, but do they signify anything? 

Ominous headlines from the financial press imply a “bad start” of the year bodes poorly for 2022 and beyond. But is there more to the story?

Julie Pulda hosted Ask the Expert session for Invest for Better

This month, Julie Pulda, our Impact Investing Manager, hosted the Ask the Expert: Private Investment and Fund Managers session for Invest for Better.

Invest for Better is a nonprofit that gives women the confidence, skills, and encouragement to take control of their assets and use them to influence things they care about.

Senior Client Advisors, Will Tickle and Sheila Lawrence, were recently featured on the podcast Better Money, Better World 

Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society.

Deb Whitney awarded Accredited Estate Planner® Designation 

Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community who received the AEP® designation.

Ballentine Broadcast, Conversations on Black Wealth, was a finalist at this year’s Advisor Podcast Awards.

Conversations on Black Wealth,  hosted by Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, was named a finalist at this year’s Advisor Podcast Awards.

Akeiva Ellis Recognized with Standing Ovation Award

We are pleased to announce that Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, has been honored with AICPA’s Personal Financial Planning Standing Ovation Award. 

Jason Ulrickson, EA

Jason joined us in May as a Wealth Planning Associate.