SRI Fruit Salad

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Socially responsible investing (SRI) is a strategy that considers financial returns and the environmental, social and governance (ESG) factors of an investment. It is sometimes simply called ESG investing. There are many options from which to choose. At Balanced Rock, we can help you select how to invest with your values. Furthermore, we can guide […]

Daniel M. Flannery, CFA, President, Financial Advisor


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Welcome to the Balanced Rock Blog. I’ll be regularly posting analysis and observations here about investing and financial planning. Please check back often to read the latest, and leave any comments or questions! -Daniel M. Flannery, CFA