We know supporting nonprofits is something important to many of Earth Equity’s clients, and the opportunities to give are truly endless! In addition to volunteering your time, writing a check, or making a qualified charitable distribution, you can also donate stock to most nonprofits.… Read the rest
It’s the start of a new year, and many of us are thinking about what changes we want to make in our lives, or what things we want to tackle that we have been putting off for our future selves. At Earth Equity Advisors, we often hear from people ready to start investing their cash.… Read the rest
We know that it is important to many of you to support the invaluable work of non-profit organizations. There are numerous ways to maximize your gift as well as your personal tax benefit – if you have an IRA, one way is a Qualified Charitable Distribution or QCD. … Read the rest
Any health diagnosis is scary, however an Alzheimer’s diagnosis for a loved one strikes fear and anxiety, and throws one into uncharted waters. The person may have minor symptoms at the beginning, however medical professionals begin to paint the picture for the future of the “long goodbye”.
Someone recently asked me, “Where do I start with financial planning?”
There are many facets to financial planning and it can be overwhelming at times, but we all have to start somewhere.
First, develop a plan to get out of debt.… Read the rest
One of my favorite aspects of growing up in Asheville was that we experienced four distinct seasons. When I grew up and lived in other parts of the country, I appreciated this distinction, and now understand that it matches my curiosity and excitement about what may happen next as change unfolds.… Read the rest
Generic advice for college students to make wise financial decisions and stay out of debt can be challenging since there is no “one size fits all” solution. Each college student comes from a different financial situation, whether they are putting themselves through school while working, or whether they are receiving financial assistance or support from family. … Read the rest
Many of us try to make more sustainable choices on a daily basis, but sorting out how to go about making the best choices can be complex. There are so many eco-friendly smartphone apps to choose from that consumers risk being even more overwhelmed as they wade into the world of apps aimed at making environmentally friendly choices more accessible.… Read the rest
Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.… Read the rest
Finding a financial advisor can be fraught with uncertainty. You want to seem knowledgeable about your financial picture, but the whole point of finding an advisor is to take advantage of expertise you don’t have. The trick to finding a good advisor—one who will help guide you through choosing the best investment plans for you—is to ask the right questions up front.… Read the rest
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This website is solely for informational purposes. Advisory services provided by Peter Krull, Neill Yelverton, Leesa Sluder and Kerry Keihn, investment adviser representatives of Earth Equity Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Earth Equity Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Earth Equity Advisors, LLC unless a service agreement is in place.
‘Helping you align your investments with your values’ is a registered trademark of Earth Equity Advisors, LLC. ‘Earth Equity’ and ‘Green Sage’ are registered trademarks of Earth Equity Advisors, LLC