The Woven Blog

Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season

Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...
Popular Reads

My Company’s Going Public—Now What?

Just three short letters create some of the biggest buzzes in the world of investing: IPO.  Short for initial public...

What You Need To Know About Selling Your Employee Stock

If you receive a regular paycheck, then what you earn is what you get. Your take-home pay typically doesn’t change...

How To Walk Into 2021 With Purpose and Confidence

Christmas trees came early this year. Have you noticed? By mid-November, weeks before the traditional start of the holiday season,...

How To Build A Socially Responsible Portfolio That Works

It’s no secret that at Woven Capital, we are passionate about socially responsible investing. But this zeal isn’t limited to...

Tax Planning—What It Is And Why It Matters

With a little tax planning throughout the year, there is no reason to dread April 15. You can avoid surprises...

Grow Your Money and Improve the World (Are You Ready for SRI?)

Perhaps money can’t buy love, but it can make the world a better place. Surprisingly, doing good, once the central...

How Financial Life Planning Benefits Your Money and Your Mind

Imagine you arrive for an appointment with a new financial advisor ready to sit down and pull out your income...

6 Simple Ways To Adjust Your Finances Mid-Year

The first half of 2020 has already flown by, which leaves many people anticipating what is to come.  With beach...