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As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure something that is sometimes so subjective?

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn't want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?

Here at Desmond Wealth Management, we try to keep the financial jargon to a minimum. However, even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into mumbo-jumbo yet to be translated.

Consider us your interpreter. Today, we’ll explore correlation, and why it matters to investing.

Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality.

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas, but the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

As you likely know by now, your travel meals continue under tax reform as tax-deductible meals subject to the 50 percent cut. Also, tax reform did not change the rules that apply to your other travel expense deductions.

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars.

If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility-fueling news in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull.

Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how.