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Socially responsible investing and “impact investing” are a growing phenomenon among investors. Such investments attempt to balance financial results with “ESG” (environmental, social and governance) considerations. Since 2009, annual flows …
As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not the best predictor of stock …
After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of 2019. SECURE stands for Setting …
Many news outlets do a “Decade in Review” piece at the turn of a new decade and, not surprisingly the most talked about topics in many of those pieces were …
July The U.S. women’s national soccer team secured the 2019 Women’s World Cup on July 7th, 2019 with a 2-0 victory over Netherlands. The U.S. women’s team was dominant …
A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that is generally interpreted as advantageous. …
January We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a Polar Vortex caused some 100 million people in the United …
This is the time of year when our thoughts are focused on family, holiday gatherings, gift lists… and tax planning! With investment activities subject to tax rates ranging from 0% …
During the Holiday Season, the spirit of giving can shine brighter than any other time of the year. Most of us support different charitable organizations with the gift of time, …
‘Tis nearly the season for gift giving once again, and with it comes the urgent and annual appeals from local and national charitable organizations seeking a much-needed boost to sustain …