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. For instance, the investigative news outlet ProPublica revealed that: The 25 richest people in the United States paid a “true” tax rate of […]| Values Added
As the year approaches its end, lots of people begin to think about charitable giving. Unfortunately, this means that many people are rushing around trying to cram a year’s worth of giving back into one of the busiest months of all. If this is you, maybe it’s time to consider developing a well-planned, strategic, year-round […]| Values Added
Recently, our team has been thinking about a recurring theme we’re running into during client meetings: One part of our annual “big picture” meeting with clients involves taking a look at their household balance sheet (their assets and liabilities). This gives them a snapshot of their actual net worth. More often than not, their faces […]| Values Added
We help you do more with your money. We’re a Washington DC-based firm serving clients nationwide to help progressives build lives they feel good about.| Values Added
Without a fix, Social Security will only be able to pay 79% of claims by 2033. This is the top concern for retirees, 94% of whom want to see action to fix the problem. Painfully, instead of addressing this situation, President Donald Trump has proposed a budget bill that will massively increase the US debt […]| Values Added
I’ve never had a week in which so many people asked me when a recession will hit. And while I don’t know exactly when a recession will arrive, sooner or later, it’s bound to happen. When confronted with economic danger, the first step you take should be to make sure you are doing NORMAL SMART […]| Values Added
You might have heard of a concept called Tax-Loss Harvesting but like most people are hazy on the details. Maybe it’s a new concept altogether. Perhaps you know about it but don’t fully understand why it works or how to quantify the benefits. It’s a powerful tool and we’ll dive in together. When we invest […] The post Tax Loss Harvesting: Turning Lemons Into Lemonade appeared first on Values Added.| Values Added
Many people in LA faced a terrible choice: they had just minutes to decide which items to grab before evacuating their homes. Once their house disappeared in the rearview mirror, there was a significant risk that they might never see it again. Which stuffed animal should you bring? Which items would fit in the trunk, […]| Values Added
In Ari’s recent blog, he shared critical ways you can prepare to help your parents manage their estate as they age – including pitfalls to avoid and ways to be proactive before you’re in the thick of managing health and financial problems as a caregiver. His article was such a great jumping-off point, and it […]| Values Added
By: Vanessa Lowe Hi, I’m Vanessa Lowe, a Summer Fellow with Values Added Financial, a career changer, and someone who spent 21 years in federal service working on access to capital for underserved communities. I had the pleasure of shepherding more than $500M of capital into economic development institutions and projects with the U.S. Treasury’s […] The post How to Put Your Money to Work Helping Underserved Communities Thrive appeared first on Values Added.| Values Added
A year ago, I lost my father. He was aging and disabled, and for a long time, I had to step in and help manage his affairs. It wasn’t easy, and there were moments when I felt overwhelmed by the responsibility. But I also learned a lot along the way—lessons I hope will help others […] The post Managing Your Aging Parents’ Affairs: A Practical Guide from Personal Experience appeared first on Values Added.| Values Added
Becca and I were taking our first big trip together since we had kids nearly ten years ago. We went to Japan (highly recommended!). While we were in Takayama, a beautiful mountain town, Becca called her parents, who were in Washington, D.C., where they had gamely agreed to stay with our kids. Unfortunately, she learned […] The post My Car Was Stolen, and I’m Actually Grateful appeared first on Values Added.| Values Added
Over the last few years, our team at Values Added has become increasingly excited about a newly-accessible approach to investing: personalized indexing. This creative approach allows for more precise social impact screening and, when used in the right situation, has powerful tax advantages. At Values Added, we leverage personalized indexing for several of our clients […]| Values Added
I am not a car guy. By my estimation, a good car is one that I rarely have to think about, including (and especially) when I am driving it. I’d rather think about the people I am driving with or an audiobook if I am not so blessed. I am not a watch guy. When […] The post I’m a Seltzer Guy appeared first on Values Added.| Values Added
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 season. A huge thanks to Jessy Tolkan and Drive Agency for their creative partnership on this intention project! […] The post Tax Intention appeared first on Values Added.| Values Added
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 make personally to help the environment and slow climate change. Solar panels are also usually quite profitable […] The post Solar Panels in DC: Go For It (Probably) appeared first on Values Added.| Values Added
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 people, but its power can be a source of critical support to organizations. That’s why we have a pro bono program where we help high-impact […] The post Investing in Healthcare Justice: Welcoming DC Abortion Fund to Our Pro Bono Program appeared first on Values Added.| Values Added
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 Investing series, we’re going to go over how you can hit the ground running to implement Ethical Investing in your financial plan. […] The post The Ethical Investing Series Part Three: How Can You Implement This For Yourself appeared first on Values Added.| Values Added
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 ethical investing and what levers are available for investors to “pull” to create a values-aligned portfolio that works uniquely for them. In part […] The post The Ethical Investing Series Part Two: The Values Added Approach appeared first on Values Added.| Values Added
