Here’s hoping you enjoy reading these samples as much as I enjoyed writing them.

When Financial Literacy is the Question – Financial Wellness Is Probably the Answer

Please Note: I wrote this piece for financial advisors working in credit unions. But the advice applies to everyone. Feel free to use the advice accordingly. Questions Asked – Answers Provided When financial consumers and credit union members want to discuss financial literacy, I think they are really looking for financial wellness. While you might get […]

Abolition as an Historical Example for ESG Investing

by Todd Race When I think about the effectiveness of Environmental, Social and Governance (ESG) Investing, I often look back in history to find examples of social movements that used economic power to affect social policy. There are examples of campaigns to improve society and the economy that convince established interests of the need to […]