All Posts by

Emily Platt, CFP®

Emily is a member of the investment team and works in our Potomac, Maryland office.
staying invested for the long run

4 Reasons to Stay Invested for the Long Run

2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what ...

one thing market almost never does

The One Thing the Market (Almost) Never Does

Amid the seemingly endless volatility in the U.S. stock market, it may surprise you to know that we have a ...

investors just starting out

3 Financial Skills for Investors Who Are Just Starting Out

When starting out, knowing how to manage your money can feel daunting. In this post, we will offer simple steps ...

esg metrics

Inconsistencies in ESG Metrics

With sustainable and impact investing assets accounting for a fourth of the total U.S. net flows in 2020, it is ...

A Primer on Impact Investing

Our downloadable impact investing guide can be found here.