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Month: September 2018

SRI: Investing is Your Superpower

Posted on September 27, 2018 by Rachel Wagner
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More and more people are looking for ways to “vote with their dollars” and my clients are no exception. Investing in line with your values, also known as Socially Responsible Continue Reading →

Posted in Impact Investing

Will the Stock Market Be Up, Down, or Sideways When You Retire?

Posted on September 20, 2018 by Rachel Wagner
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How will the stock market affect your retirement strategy? A bull market can promote overconfidence. You may be lulled into thinking that the major indices will rise for years to come. Continue Reading →

Posted in Retirement

Market Commentary–Back to School Edition

Posted on September 14, 2018 by Rachel Wagner
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It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably Continue Reading →

Posted in Market and Economic Commentary

What Can You Do About Your Credit Score?

Posted on September 13, 2018 by Rachel Wagner
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Roughly half of millennials have bad credit. Consumer credit reporting agency TransUnion says that 43% of borrowers in the 18-36 age bracket have credit scores under 600. For a generation crushed Continue Reading →

Posted in Investing, Personal Finance

Reduce the Generation Gap in Your Family’s Finances

Posted on September 6, 2018 by Rachel Wagner
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Many families cite saving for children’s or grandchildren’s education as one of their top financial goals. If you are among this group, you may want to consider a 529 college Continue Reading →

Posted in College Planning, Kids and Money

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

Recent Posts

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Rachel Wagner is an independent Financial Advisor working in San Francisco. She created this site to help her fellow sandwich-ees to find practical solutions to their financial challenges.
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