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March 2020
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...
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After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments’ returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Consider Tax-Deferred and Tax-Free Accounts Tax-deferred accounts include employer-sponsored retirement accounts such...
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For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that specifically eschew certain harmful or toxic behaviors. But over the last few years, this modest SRI movement has blossomed into a committed cross-section of investors who...
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