Investment Mgmt.

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The landscape for social impact companies has never been more challenging—or more important.

Dina Wolfman Baker, Area Managing Partner at Chief Outsiders and lead creator of ‘The Changemaker’s Toolbox’, appears on Dream & Soar! with Chuck Dushman, for a candid, practical conversation on navigating today’s unprecedented headwinds. She shares stories and insights from the front lines, including:

– What’s really…

Retirees: Stop Relying on the 4% Rule
 
The “4% rule” is one of the most well-known retirement rules of thumb: withdraw 4% of your portfolio in the first year of retirement, adjust for inflation annually, and your money should last 30 years.
 
But following it blindly could either shortchange your lifestyle or put your retirement at risk.
 
Here’s what you…

When markets drop, it doesn’t just rattle numbers on a screen. It stirs up real emotions. Anxiety. Doubt. The very natural urge to protect what you’ve worked hard to build.
If you’ve found yourself wondering, “Should I step out and wait until things calm down?”—you’re not alone. That reaction is completely understandable. In fact, it’s one we hear often, especially…

On January 5, 2025, the Social Security Fairness Act was signed into law.

The bill, which had strong bipartisan support in Congress, eliminates two provisions that reduced Social Security benefits for people who worked in jobs that did not pay into Social Security, including some teachers, firefighters, police officers, and other government workers.
What does this mean?
If you ever…

When markets get rocky, I often hear the same concern from people who are retired or about to retire:
“How will this affect the rest of my life?”
It’s an honest—and important—question. Because at this stage of life, the stakes are high. You’re no longer focused on building your wealth, you’re focused on protecting it and making it last.
But…