IMPACTfolio, LLC
We are fee-only fiduciaries that provide IMPACT Investment strategies and comprehensive financial pl
06/10/2026
While there’s no steadfast rule to handling income inequality, there are a few important takeaways you and your spouse can discuss to help level the playing field.
My Spouse Makes More Money Than Me. What Do We Do? Try this strategy to handle income inequality and avoid money conflicts.
05/20/2026
Even if you hardly keep up with financial advice, you’re sure to know Warren Buffet’s name. As one of the most prolific investors and financial experts, he has many great quotes. Here are some of the best!
05/06/2026
You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.
04/22/2026
As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
6 Signs Your Elderly Parents May Need Help With Their Finances
03/11/2026
Today we're talking about a policy U-turn that left a lot of environmentalists feeling a bit like they'd missed their exit to a cleaner future. We're diving into the Trump administration's "Rescission of the Greenhouse Gas Endangerment Finding and Motor Vehicle Greenhouse Gas Emission Standards Under the Clean Air Act." Sounds like a mouthful, right? Let's break it down.
Trump's EPA: Revving Up or Running on Empty? Unpacking the Greenhouse Gas Rollback Today we're talking about a policy U-turn that left a lot of environmentalists feeling a bit like they'd missed their exit to a cleaner future. We're diving into the Trump administration's "Rescission of the Greenhouse Gas Endangerment Finding and Motor Vehicle Greenhouse Gas Emission Standards Unde...
02/26/2026
This Federal Reserve study quantifies the extent to which "the Bank of Mom and Dad"—parental transfers—affects the ability of adult children to become and remain homeowners. It uses a life-cycle overlapping generations model to analyze the interaction between altruistic parents and their children.
Illiquid Homeownership and the Bank of Mom and Dad This Federal Reserve study quantifies the extent to which "the Bank of Mom and Dad"—parental transfers—affects the ability of adult children to become and remain homeowners. It uses a life-cycle overlapping generations model to analyze the interaction between altruistic parents and their childre...
02/11/2026
Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.
01/28/2026
Many people are concerned about U.S. vulnerability due to the magnitude of our treasuries owned by foreign governments. It’s a fear that resurfaces almost every time there’s geopolitical tension between the U.S. and any other country considered to be an economic powerhouse. Concerns of our economic vulnerability are not unfounded, but the “dumping” of U.S. treasuries is much easier said than done.
https://buff.ly/kEmd9O8
Could Europe Really Leverage its $12.6tn Pile of U.S. Assets? Many people are concerned about U.S. vulnerability due to the magnitude of our treasuries owned by foreign governments. It’s a fear that resurfaces almost every time there’s geopolitical tension between the U.S. and any other country considered to be an economic powerhouse. Concerns of our econo...
01/14/2026
A 1031 Exchange can be a very helpful tool for a real estate investor, as long as they understand the details. Here, we explain more about this strategy.
https://buff.ly/awQVC0x
What is a 1031 Exchange? A 1031 Exchange can be a very helpful tool for a real estate investor, as long as they understand the details. Here, we explain more about this strategy.
12/17/2025
IMPACTfolio® was created to be a financial force of good. To help do our part, IMPACTfolio® utilizes software from Aclymate to calculate our carbon footprint and purchase carbon offsets so we can stay carbon negative as a company. We recently purchased carbon offsets that support the Katingan Peatland Restoration and Conservation Project.
Peatland Power: Where Soggy Dirt Saves the World (and the Monkeys) IMPACTfolio® was created to be a financial force of good. To help do our part, IMPACTfolio® utilizes software from Aclymate to calculate our carbon footprint and purchase carbon offsets so we can stay carbon negative as a company. We recently purchased carbon offsets that support the Katingan Peat...
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80206
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