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Archive for category: Financial Planning

Questions You Need To Ask Your Potential Financial Advisor

June 28, 2017/in Financial Planning, SRI Investing/by Leesa Sluder

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

https://www.earthequityadvisors.com/wp-content/uploads/2017/06/nik-macmillan-280300-unsplash.jpg 1365 2048 Leesa Sluder https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Leesa Sluder2017-06-28 17:37:002019-07-12 14:25:32Questions You Need To Ask Your Potential Financial Advisor

How Does Our Spending (and Investing) Reflect Our Values?

June 16, 2017/in Community Impact Investing, Financial Planning, SRI Investing/by Kerry Keihn

How we spend our money tells a lot about a person, to the point where corporations the world over employ fleets of people to study our spending habits. Complicated algorithms exist to predict the direction of the collective social focus through our purchase power, because that’s what it is: power.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2017/06/sharon-mccutcheon-556371-unsplash.jpg 1365 2048 Kerry Keihn https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Kerry Keihn2017-06-16 15:30:002019-07-12 14:26:14How Does Our Spending (and Investing) Reflect Our Values?

Knowing When (and How) to Change Financial Advisors

June 8, 2017/in Financial Planning, SRI Investing/by Neill Yelverton

You set out on your financial journey with a specific vision in mind, and you thought you had a financial advisor who would be with you the whole way. Whether the market was bull or bear, there was one person (or team) you knew had your back.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2017/06/ben-harritt-75854-unsplash-1.jpg 945 2048 Neill Yelverton https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Neill Yelverton2017-06-08 16:14:512019-07-12 14:26:34Knowing When (and How) to Change Financial Advisors

How to Talk To Your Spouse About Money

March 29, 2017/in Financial Planning/by Leesa Sluder

Money causes more friction, heartache and anxiety in relationships than just about any other subject. Most couples report that it is often the center of their arguments. In any relationship, there will be differences based on your family history and myths about money, your earning situation, your spending patterns, and your future dreams.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2017/03/rawpixel-403494-unsplash.jpg 1395 2048 Leesa Sluder https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Leesa Sluder2017-03-29 14:31:002019-07-12 14:28:12How to Talk To Your Spouse About Money

Plastic Reduction for the Already Savvy Environmentalist

March 15, 2017/in Financial Planning, Responsible Business/by Kerry Keihn

Every day, millions of Americans do it, teach their children about it, and quite possibly think they’re doing enough of it. It’s plastic reduction, and the truth is, there’s more we could be doing. Right now, the biggest plastic-waste landfill is not on land.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2017/03/jon-moore-407162-unsplash.jpg 1365 2048 Kerry Keihn https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Kerry Keihn2017-03-15 20:17:282019-07-12 14:29:49Plastic Reduction for the Already Savvy Environmentalist

A Look at Your Financial Health

March 8, 2017/in Financial Planning/by Leesa Sluder

I was honored to write an article for Women AdvaNCe, “A Look at Your Financial Health.”

Women AdvaNCe is a not for profit organization that delivers thoughtful content and builds a supportive community that empowers women and enables women leaders to further the cause of full equality in North Carolina.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2017/03/rawpixel-602152-unsplash.jpg 2048 1365 Leesa Sluder https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Leesa Sluder2017-03-08 17:22:012019-07-12 14:30:08A Look at Your Financial Health

How to Cope When The Unexpected Disrupts Your Planning

September 15, 2016/in Financial Planning/by Leesa Sluder

This summer, I prepared to go on an extended trip through four countries in Africa. I had been anticipating this trip for quite some time–it would be a once-in-a-lifetime opportunity. My adventures were to include: attending a July 4th celebration with fireworks, an amazing tent safari in a remote area of the Serengeti, seeing Victoria Falls (the largest waterfall in the world) in Zimbabwe, and a mission trip in the mountains of Kenya.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2016/09/david-werbrouck-304966-unsplash.jpg 1365 2048 Leesa Sluder https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Leesa Sluder2016-09-15 16:02:002019-07-12 14:34:48How to Cope When The Unexpected Disrupts Your Planning

Human Resources Just Got Greener With Conscious-k

July 29, 2016/in Company News, Financial Planning, Sustainable Investing/by Neill Yelverton

Krull & Company recently introduced Conscious-k, a new 401(k) solution for business owners and human resources personnel.

“We want to help companies create sustainable legacies and a value that goes beyond the bottom line,” says Pete Krull, founder of Krull & Company.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2016/07/jakob-owens-190795-unsplash.jpg 1365 2048 Neill Yelverton https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Neill Yelverton2016-07-29 17:48:002019-07-12 14:36:14Human Resources Just Got Greener With Conscious-k

Understanding Money and Control

July 14, 2016/in Financial Planning/by Leesa Sluder

Who is winning the struggle for control—YOU or your money?

Throughout history, money evolved from a simple way to barter for goods and services into a powerful force to be reckoned with, that defines our life choices and emotional well-being.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2016/07/josh-johnson-47311-unsplash.jpg 1365 2048 Leesa Sluder https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Leesa Sluder2016-07-14 13:20:002019-07-12 14:37:10Understanding Money and Control

One Week Later…

July 1, 2016/in Financial Planning, Responsible Business, Sustainable Investing/by Pete Krull

It looked like the sky was falling. On Friday the 24th, European markets dropped nearly 11 percent*. That same day, the S&P 500 dropped about 3.6 percent*. And the following Monday the 27th, it was more of the same.

But here we sit a week later, and we’ve seen a stabilization in the markets, and four straight days of positive returns.… Read the rest

https://www.earthequityadvisors.com/wp-content/uploads/2016/07/img-2.jpg 729 993 Pete Krull https://www.earthequityadvisors.com/wp-content/uploads/2024/09/Earth-Equity-Advisors-Prime-Capital-Financial-Logo-300x109.png Pete Krull2016-07-01 18:17:302019-07-12 14:37:43One Week Later…
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