Looking for somewhere to put your tax refund? 13 organizations that are...
It’s tax season and everywhere we look there are pieces about clever tax strategies. Those are about personal tax strategies. But what about societal tax strategies? Our current tax system is broken....
View ArticlePart One: Conversations Couples Should Have About Money
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up Your...
View ArticlePart Two: The Final Two Money Conversations You Need to Level Up Your...
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up Your...
View ArticleClik here to view.
Part Three: Couples & Money — A Conclusion
A 3-Part Series about Conversations Couples Should Have About Money Part One: Conversations Couples Should Have About Money Part Two: The Final Two Money Conversations You Need to Level Up Your...
View ArticleThe Ethical Investing Series Part One: What Is Responsible Investing
Ethical Investing Series Quick Links: Part 2: The Values Added Approach Part 3: How Can You Implement This For Yourself? When you hear the term “ethical” or “socially responsible” investing, what do...
View ArticleThe Ethical Investing Series Part Two: The Values Added Approach
The Ethical Investing Series Quick Links: Part One: What Is Responsible Investing? Part Three: How Can You Implement This For Yourself? In our previous post, we covered the big picture concepts of...
View ArticleThe Ethical Investing Series Part Three: How Can You Implement This For Yourself
The Ethical Investing Series Quick Links: Part One: What Is Responsible Investing? Part Two: The Values Added Approach This is where the rubber meets the road! In our final installment of the Ethical...
View ArticleInvesting in Healthcare Justice: Welcoming DC Abortion Fund to Our Pro Bono...
At Values Added, we believe in caring for our clients, our colleagues, and our communities. We’ve found that our experience in investment management and financial planning isn’t just helpful to...
View ArticleClik here to view.
Solar Panels in DC: Go For It (Probably)
If you have access to a roof in DC, you should probably make sure it is covered in solar panels. Why? You probably already know that installing solar panels is one of the most positive changes we can...
View ArticleTax Intention
Do you have a tax intention? Setting an intention for organizing and filing your taxes can help you align this annual “to do” with your values, and bring a sense of grounding as you go through filing...
View Article
