by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Finance
Investing is no longer solely about financial returns. Increasingly, investors are seeking to align their portfolios with their personal values, focusing on environmental, social, and governance (ESG) criteria. ESG investing has grown rapidly in popularity as...
by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance
Money is not just about numbers on a spreadsheet. While financial literacy and investment strategies matter, the way we think and feel about money plays an equally important role in shaping financial outcomes. Our mindset, past experiences, and emotional triggers...
by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance
Planning for retirement involves more than just deciding how much to save. One of the most important choices you will face is whether to contribute to a Roth or a Traditional retirement account. Both options can help you build a strong financial future, but the...
by David C. Branch | Sep 1, 2025 | blog, David C. Branch
Building wealth is not just about picking the right stocks or chasing high returns. At the heart of a sound investment strategy lies asset allocation—the way you divide your portfolio among different asset classes such as stocks, bonds, real estate, and cash. Asset...
by David C. Branch | Aug 5, 2025 | blog, David C. Branch, Finance
People are living longer than ever before. While increased life expectancy is a positive development, it also presents new challenges—especially when it comes to retirement planning. A longer life means a longer retirement, and that can significantly increase the...
