Daniel Sullivan, Advisor & VPAug 12, 20215 minInvesting 101: ETFsExchange-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 & VPAug 5, 20213 minInvesting 101: Concentrated PositionsOkay, 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 & VPJul 30, 20216 minChanges 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 & VPMar 4, 20212 minInvesting 101: Becoming a Better InvestorThe 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 & VPFeb 17, 20213 minWhy 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 & VPJan 14, 20213 minMindset: An Error is Not a MistakeHow 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 & VPJan 14, 20212 minHow 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 & VPJan 14, 20213 minWhat 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,...