TrailWise Financial Partners

10/06/2021

Perhaps you’ve heard it said, “You are what you value.” This is because what we value directly affects all that we do—how we parent our kids, how we spend our time, how we spend our money. So, what about your investments? Are your values reflected in your investments?

Join TrailWise Financial Partners and Eventide Asset Management’s Manager of Investment Marketing, Shaun Morgan, to find out how values-based investing makes values-alignment possible by seeking to avoid problem companies, embrace stakeholder-friendly companies, and engage companies to advocate for positive change.

06/01/2021

How can small businesses realize their value when its time to move on?

Don’t leave your business’s future to chance. Develop a business continuation plan.

05/19/2021

Buying a home in this market can be intimidating. Here are some simple tips to help make the process easier

Buying a home can be stressful, but knowing what to expect can make it a lot easier.

05/05/2021

Are you considering a major purchase this summer? If you plan to finance this purchase, it is a good idea to check your credit reports.

It's difficult to imagine functioning in today's world without credit. Whether buying a car or purchasing a h...

04/28/2021

Do you have kids under age 18? You may start receiving extra cash beginning in July of 2021. Check out this article to learn more.

New legislation makes substantial, temporary improvements to the child tax credit for 2021.

02/26/2021

Thank you to those who joined us today to learn about Impact Investing and about 25:35 Water.

25:35 Water is a non-profit dedicated to building wells & bringing access to clean water to Ugandan villages. We are excited to announce our commitment to funding a well in 2021! If you are able and want to help us reach this goal, please visit www.2535water.org and click 'DONATE.' Be sure to select the 'TrailWise 2021 Well,' so that we can match each contribution received!

10/21/2020

Are you nervous about the impact of the 2020 election on your investments? Check out this article that shares some insight into the markets before, during, and after election years.

https://trailwisefp.com/2020-us-presidential-election-10-truths-no-matter-who-wins/

09/08/2020

Have you heard of Responsible Investing? Or ESG? TrailWise is focusing on this topic throughout September. Enjoy our first piece here!

Are you familiar with the many approaches to socially responsible investing?

08/24/2020

Last piece from our women and money focus for the month of August.

Are you sandwiched between caring for your children and your aging parents? Check out these tips.

08/18/2020

Today marks a significant milestone in our history. We are celebrating the 100th anniversary of the ratification of The Constitution's 19th Amendment which gave Women the right to Vote in public, political elections. We are honored to work with so many strong women at TrailWise Financial Partners!