With the U.S. bull market entering its eleventh year,1 more investors are looking for the next new thing. For many, this can mean investing in companies that not only are financially profitable, but that also help provide for the general good. Socially-responsible investing, or SRI, focuses on investing in companies and products that are committed to sustainability, alternative technology, clean energy, and worker protections.
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, you may end up with enough money to meet your needs, but you have no way to know for sure.
For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement income designed to help you pursue your lifestyle goals.
Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and social causes.
When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great Barrier Reef. Bucket list items are the things one plans to do their entire life once they have the time and money to do it. Unfortunately, accomplishing all the items on a bucket list...
With organizations and workers now in their ninth month of COVID-19, the time has come to prepare as the threat of cyberattacks becomes even more menacing.
While the Social Security Administration has stopped mailing annual statements, you can still calculate your (approximate) retirement benefits.
Learn more about these retirement accounts and what to consider when allocating your retirement contributions.
Retirement Income Planning For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement income designed to help you pursue your lifestyle goals. [i] There is not a one-size-fits-all formula when it comes to determining how much income you will need in your retirement years, although most financial professionals agree that it is...
As we approach the end of the year, employees and employers are both wrestling with changes to employee benefits for 2021. While every year always brings about changes, this year seems especially daunting given that the COVID-19 pandemic has dramatically altered the employee benefits world this year and increased uncertainty going into 2021. So, as employees decide on which benefits are most appropriate for them, it might be helpful to understand the perspective of employers...
When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and other forms of compensation, such as equity compensation. This type of compensation is often used as a way to reward performance as well as entice talented professionals into executive levels in a corporation.
According to the Investments and Wealth Institute, the “CPWA® is an advanced professional certification for advisors who serve high net worth clients.
