January 10, 2022 | New Year’s Resolutions to Close the Gap Between Thinking and Doing Most of the decisions and actions we make in life can be boiled down to two components: intention and attention. Read more
February 18, 2019 | Weighing the Pros and Cons of Qualified Opportunity Zones For Qualified Opportunity Zones to be successful, most believed that incentives would be needed to unlock more investment capital in distressed areas. Read more
September 18, 2018 | Impact Investing: Using Your Portfolio for the Greater Good If you harness the power of the capital markets and embrace a common mission, you can invest both for profit and for a positive societal… Read more
January 12, 2018 | Is a Personal CFO Right for You? As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly… Read more
June 10, 2016 | Brighton Jones Expands Offering With Launch of Impact Investing Solution Brighton Jones recently announced the launch of Impact Portfolios, a solution designed for clients seeking an impact-oriented investment strategy. Read more