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Voting Your Conscience

Dr Bob Explains Series on Financial Topics


Further from the public eye than the US’s exit from the Paris climate accord was a vote at ExxonMobil. On May 31, shareholders voted 60/40 in favor of an annual report on the long-term impact of global climate policies on the company’s prospects. They prevailed over management resistance.

Leadership Through Mentorship


Glen Eagle CEO and Founder discusses in the Spring 2017 issue of Enterprising Women Magazine how integrating millennials into your business can help it become a stronger and more vibrant company now and in the future. 

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Dr Bob Explains Series on Financial Topics: Invest for Impact

Dr Bob Explains Series on Financial Topics



Climate change and the 2015 Paris Accord crowded the headlines at the end of May. Meanwhile, for years investors have sought ways to direct their investments for both financial return and social impact. Are there causes that you support? Human rights, inclusion, sustainability?

Dr Bob Explains Series on Financial Topics: Great but Lower Expectations?

Dr Bob Explains Series on Financial Topics

Great but Lower Expectations?


Our eyes skip over the words. We've seen them so often that they blend into the air. “Past performance is no guarantee of future results.” What if instead they read, "Past performance will be twice as good as future results"? How would that change the way you think about your family's financial future?

Relevant Advice For Charting A Path Between Business and Parenthood

Ellevate Network invited Susan Michel and her daughter, Carol Ann, to share their personal experience in balancing personal and family time with their career paths. Watch the segment to learn what worked, what didn’t and what they learned along the way.

April 2017, Investment Commentary


The first quarter of 2017 saw a strong U.S. equity market and a more challenged fixed income market. The S&P 500 finished the quarter with an impressive 5.5% increase from where it started on January 1st. The market increase was driven by two major factors:

  • Improving corporate profits
  • The anticipation that the Trump Administration will be successful in lowering corporate taxes and reducing regulatory burdens on businesses

During the first quarter, there were a number of events that could have derailed the stock market ranging from the transition to a new U.S. President to political upheaval in South Korea and missile launches in North Korea, to the official start of Great Britain’s exit from the European Union. Yet, these were hardly speed bumps in a generally upward trend.

Beauty and the Portfolio

Dr Bob Explains Series on Financial Topics

Every working day I look at investment portfolios and in them I see real people. Portfolios tell a life story. And when portfolio and life story form one organic whole, there's beauty.


Dr Bob Explains Series on Financial Topics

He reviewed my draft and remarked, “You have to convince me and other readers why anyone needs a financial advisor in the first place.” Ouch! Coming from a friend of more than 40 years, that stung. “As an advisor, a big part of what I do is to help my clients stay disciplined about their finances.” To which he retorted, “Are you saying that your clients don’t have discipline?”

Dr Bob Explains Series on Financial Topics: SMART BETA IN A FACTOR ZOO

Dr Bob Explains Series on Financial Topics


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