Design Your Future Financial Services - Brought to You by The Financial Engineer

If you’re concerned about social, ethical, and environmental issues you may be pleased to learn that you can have a real, measurable impact by way of your investment portfolio. "Socially Responsible Investing" (SRI), "social investment," or "sustainable," "impact", "green," or "ethical" investing is any investment strategy which seeks to consider both financial return and social/environmental good. It allows your investments not only to improve your own life, but also your community and the world. The importance of screening One of the challenges of Socially Responsible Investing is that it can be difficult to identify the investments that will truly benefit you along with contributing positively to the issues you care about. To ensure your investments are aligned with the social, environmental, and community issues that matter most to you, in-depth screenings of companies and their impact must be conducted, monito...

Saving for Your Children: Congratulations!!!  Welcome to parenthood!   Everyone reacts differently to this phase of life.  We were shocked by how much unconditional love we had for our children when they entered the world – who else would you throw yourself in front bus for?  Below are examples on how to ensure your bundle of joy gets off to the best start: even $50 - $100/month can make a HUGE difference!! Option #1 – Be a Financial Role Model for your Child(ren). Pros:   Your children pick up your good (and bad) habits. They get a head start from 90% of the crowd. Good, quality Catch:   Takes time and effort to learn what financial strategies work. I discovered that most of the research and innovative strategies you hear or read about, are just plain garbage. Fortunately, having an engineering background helped me to shut out a lot of this nonsense. I am happy to help give guidance on how to have conversations about money - I also ...