Blog
Amplifying the Female Voice: Lessons from Diana Nyad
Dive into Diana Nyad's epic swim, symbolizing women's empowerment amid trends like the "Summer of Women." Learn the importance of diverse perspectives for a balanced future.
Read More"Shaking Off" Economic Downturn: The Taylor Swift Effect
Taylor Swift's Eras Tour projects $2.2B ticket sales, $5B spending. Her NFL influence boosts viewership, player popularity. Read how the 'Swift Effect' shapes economic opportunities.
Read MoreBudgeting, the friendly way
Rethink New Year resolutions—move from 'do less' to 'do different.' Try potluck picnics over dining out, explore vintage shops for unique fashion. Make budgeting a creative journey by asking, "Can I do this better?"
Read More2023 End of Year Deadlines
A list of general financial deadlines for 2023, as well as Terra Blue Wealth Management deadlines to consider.
Read MoreThoughts from End of Year Conferences
It has been an intense time for me, having attended two back-to-back a conferences in Colorado. The first conference was the “ESG for Impact” conference and the second was the annual National Conference for Commonwealth advisors.
Read MoreShow All
Human Beauty Movement Podcast with Maureen Maguire
Why are more people than ever investing their money in ESG companies and funds? Maureen Maguire, co-founder of Terra Blue, speaks to Jennifer Norman about values-driven financial planning and why her business is booming.
Read More2023 Q3 Big Updates
This last quarter was an incredible time for all of us at Terra Blue, filled with personal milestones and unforgettable moments. We celebrated love, unity, and the power of collective action.
Read MoreWe're Moving!
We are delighted to announce that Terra Blue Wealth Management is moving! As part of our commitment to providing exceptional services, we have decided to relocate from the Sausalito office into the dynamic coworking space, WeWork
Read MoreNew Investor360° Experience
Our client portal, Investor360, is implementing some exciting new changes. Read on to walk through what those will be.
Read MoreYourStake, YourStory Podcast with Maureen Maguire and Vanessa Jilot
YourStake YourStory with Maureen Maguire and Vanessa Jilot, founders of Terra Blue, an ESG-only firm. They discuss ESG investing, activism's role, debunking ESG myths, and the rise of values-based investing across generations.
Read MoreSecure Act 2.0 Overview Webinar
The SECURE 2.0 retirement law passed by Congress in Dec 2022 made it easier to contribute to and access retirement funds. Our webinar with Tax Office SF aims to understand the significant provisions and how they may impact you.
Read MoreBetter Support and Higher Productivity: Our Office is Implementing a Four Day Work Week
We are joining the 4 Day Week Global movement by implementing a company wide Monday-Thursday work week.
Read MoreWe're a B Corp!
We have dreamt of this moment for many years, and after over a year of testing through the B Impact Assessment, we have arrived!
Read MoreESG Investing: Will it Withstand the Test of Time?
We’ve recently seen several news articles suggesting ESG investing is “broken” or it’s a “sham.” To those of us who are knowledgeable about ESG and sustainable investing this seems preposterous. The news media is driven by sensationalism...
Read MoreThe Advantage of Investing in Women
A webinar with special guest Kelly Baldoni of Impax Asset Management
Read MoreWhat Are Social Engineering Scams and How Can You Avoid Them?
You receive an email from a website you regularly use asking you to click a link to change your password due to suspicious activity. You take a phone call from the IRS asking you to verify your bank account or social security number....
Read MoreStay on Track: 10 Tips for Midyear Financial Planning
Although we all have the best intentions when we set financial goals each January, a lot can happen in 12 months to cause you to veer off course. Nobody wants to arrive at the end of the year and encounter a financial mess. One great...
Read MoreBe A Savvy Senior: Know the Warning Signs of Elder Fraud
Just browse through the latest true crime documentaries on your preferred streaming network and you'll see that people of all ages and income levels are vulnerable to financial scammers. Unfortunately, as we get older, certain factors...
Read MoreA Guide to Benefits When Changing Jobs
If you’re changing jobs, you probably have a lot on your mind. As you wrap up work with your previous employer and prepare for your new role, it can be easy to let important benefits-related decisions fall by the wayside. If that...
Read MoreFinancial Planning Considerations for Single Women
For various reasons, the state of a woman's financial security often depends on her marital status. A study from the U.S. Government Accountability Office says that women's household income dropped by 41 percent after divorce, nearly...
Read MoreTax-Smart Planning Strategies
Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to evaluate some effective strategies that could help reduce your current and future...
Read MoreThe ABCs and ESGs of Sustainable Investing
Join us for a special presentation on sustainable investing. Learn about ESG standards, economic imperative of corporate responsibility, and the benefits of investing in socially responsible companies. Presented by Impax Asset Management.
Read MoreBeach Clean Up
Our first beach clean up day was a blast! Can't wait for the next one.
Read More