Christina Ubl

Is your money invested where your values are?

If you have ever recycled at home, avoided products made overseas by sweatshop labor, grown your own vegetables, supported gender and racial diversity, or owned a fuel-efficient car, then you may be surprised to discover your investments can be working against your values. Do you know what’s in your portfolio? How can you find out what your money is supporting? Old and new values investing
Evaluating your portfolio using traditional socially responsible investing or SRI analysis has been around for a long time. The process involves an investment style that includes or excludes companies in a portfolio based on screens using social, moral, ethical and religious criteria.

Christina Ubl

How to have the best financial date night ever

Flowers … chocolate … 401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the best of relationships, discussing money and finances can send two people running in opposite directions. Yet, establishing the habit of scheduling an annual financial date night nurtures your long-term relationship and future together.

Christina Ubl

You didn’t expect a divorce: Now what?

At the wedding, who thinks those two little words “I do” might suddenly lead to the four words “I want a divorce”? No one expects to get divorced. But now that you’ve heard (or uttered) those four words, what do you do? Divorce happens

Take a deep breath and know that you are not alone. Divorce happens, and it happens to a lot of people.

Financial Focus: What to look for from a financial advisor

There’s a lot to know about investing, so it’s a good idea to get some professional help. But with so many financial advisors out there, how can you choose one that’s right for you? You may have to interview several prospective financial advisors before deciding on one. When you talk to them, see if you can get a sense of how they might work with you. Specifically, try to answer the following questions:

Does this financial advisor …

… Understand you?

Money & You: Disinheriting Miley

The holiday season is upon us. While many families will enjoy each other’s company amidst the festivities, there will be some who experience awkward moments or learn surprising facts about a loved one. In fact, this time of year can be quite character-revealing. Perhaps you will learn some new tidbits about certain relatives that cause you to second-guess certain estate planning decisions you have made. Have you ever joked about cutting someone out of your will?