by Susan Koe | May 15, 2023 | Investing
Overview The world is changing. The climate is changing, the social landscape is changing, and the way we do business is changing. In this new world, there is a growing demand for investments that are sustainable and socially responsible. This is where ESG investing...
by Susan Koe | Sep 20, 2022 | Financial Planning
As women, we tend to face more retirement and tax planning challenges than men. Is this a surprise? Not really. Higher health care costs, longer expectations, and more time out of the workforce contribute greatly to this. Unfortunately, women are also less likely than...
by Susan Koe | Sep 14, 2022 | Fiduciary
We have all heard a friend or colleague share their story of when they bought a hot stock right before it doubled. Is this a once in a lifetime event or can it be repeated effortlessly time and time again? As Warren Buffet once said “The stock market is designed to...
by Susan Koe | Sep 7, 2022 | Investing
You’ve worked so hard to get your new small business up and running. There will always be a million things that need to be done when you’re the owner of a small business, but don’t neglect yourself, your retirement, or your future! I have seen business owners pour...
by Susan Koe | Aug 18, 2022 | Finances
Landing your first career job is a huge accomplishment. Even if it is not your dream job, it is a step in the right direction. Celebrate a job well done by planning for your long-term financial success. If you take these steps to plan now, you will thank yourself...
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