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Open Window's Insight Articles


Applying science and good sense to organize order from chaos


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Protecting What’s Yours Thumbnail

Protecting What’s Yours

Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).

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Good Advice

In today’s climate of free financial plans, $0 fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser.

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How Do We Measure “Good”? Thumbnail

How Do We Measure “Good”?

There are cost-effective solutions available if you would like to invest more sustainably while still pursuing efficient market returns. But the same evidence informs us, not all ESG data, ratings, and strategies are created equally.

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