Mindset: Planning First
Are you letting yourself down when it comes to financial planning? Most of my prospective clients know where they stand with investments....
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Daniel Sullivan, Advisor & VP
- Aug 12, 2021
- 5 min
Investing 101: ETFs
Exchange-traded funds. ETFs. Even if you don’t know all there is to know about ETFs already you’ve almost certainly heard the term. Let’s...
Daniel Sullivan, Advisor & VP
- Aug 5, 2021
- 3 min
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
Daniel Sullivan, Advisor & VP
- Jul 30, 2021
- 6 min
Changes Ahead: What's New in ESG Investing?
What's happening in the world of ESG investing, and how does it affect you?
Daniel Sullivan, Advisor & VP
- Mar 18, 2021
- 8 min
Investing 101: Options Basics
You’ve heard the term before, but maybe you’re not familiar with the concept beyond ‘those high-risk bets that traders lose all their...
Daniel Sullivan, Advisor & VP
- Mar 11, 2021
- 3 min
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
Daniel Sullivan, Advisor & VP
- Mar 4, 2021
- 2 min
Investing 101: Becoming a Better Investor
The most common commitment I’ve heard from my clients over the years is, “I’ll do something with this spare cash by the end of the...
Daniel Sullivan, Advisor & VP
- Feb 17, 2021
- 3 min
Why Would I Choose ESG Investing?
There are a lot of reasons to select ESG (Environmentally, Socially, and Governmentally responsible) investments! If you’re reading this...
Daniel Sullivan, Advisor & VP
- Jan 13, 2021
- 3 min
Mindset: An Error is Not a Mistake
How often have you heard someone complain that they made a boneheaded mistake and let a Nio (NIO), or an eXp World Holdings (EXPI), or a...
Daniel Sullivan, Advisor & VP
- Jan 13, 2021
- 2 min
How Do I Get Started With ESG Investing?
If you’re already familiar with what the term ESG means and why you’d want to invest with environmental, social, and governmental...
Daniel Sullivan, Advisor & VP
- Jan 13, 2021
- 3 min
What is ESG Investing?
You may have heard this term when researching investments, but might not be familiar with it – it’s still a pretty new term. The concept,...