The Blank-Page Problem in Values-Aligned Investing

Published on November 10, 2026

We tend to treat values-aligned investing as a knowledge problem. As long as you learn the impact investing strategies, the client conversations will follow. However, after working alongside impact investors, wealth advisors, and the families around them, I’ve come to think there’s been a misdiagnosis.

Continue reading on website
Other news

Choosing Who Will Make Decisions for You if You Don’t Have Children

November 10, 2026
If you don’t have children, I recommend choosing your financial power of attorney, health care power of attorney, and executor. Ask each person before you name them. If you have children, I encourage you not to assume they will be willing and able to serve in these roles, but to ask them.

The Bill for Care Comes Either Way

November 10, 2026
A family that starts discussing assets years before a placement is needed may have more flexibility than one that starts during the week of admission. I am not a financial planner or an attorney, and nothing here replaces specific advice about an individual situation. However, in my experience, families carry less regret about the money when they have talked about it early, while they still have t