Teaching children and grandchildren how to handle money is important, but it all starts by teaching meaningful values.
Living Your Values
The current (and future) state of ESG investing
Investing in companies based on their values has long been popular. Learn the state of this type of investing and what the future might bring.
Investing in renewable energy as a long-term strategy
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
How female breadwinners navigate household dynamics
How do families with female breadwinners make it work? It starts with discussing your values.
How we work to avoid ESG greenwashing in portfolios
Greenwashing is an unfortunate trend, where investment products are marketed as more aligned with ESG factors than they are when examining the companies inside the products.
ESG plus: Our values-based investing approach
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
What’s next as SRI evolves into ESG investing?
ESG is one of the most popular investment trends in finance right now, and China has emerged a new frontier.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
Socially Responsible Investing With Laura And Saul
Learn about Socially Responsible Investing from Laura Kuntz and Saul Baumann.
Donor advised funds for charitable giving
Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.
TrustWorthy Spotlight: An Interview With Laura Kuntz
One simple way to save more taxes on your charitable giving – an interview by Raymond James’ TrustWorthy Spotlight publication.
Gardening & Socially Responsible Investing
The last frost is safely behind us, daylight stretches into the late evening, and a couple months of favorable weather is still ahead.
Teach Your Child or Grandchild These Five Financial Basics
Imagine an aspiring student athlete attending fourth period economics in an ordinary high school classroom. While others might have looked on Economics as dry, this student found he really liked the study of the world’s markets and how they operated.