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How Different Generations Invest

Each generation comes of age during different economic circumstances, and this can have a major impact on their later money habits. Financial advisors have identified some investing tips for certain generations that can help make their portfolios more efficient. Learn more about the investment strategies most commonly used by Boomers, Gen X-ers, Millennials, and members of […]

What Do You Really Know About Bear Markets?

A “bear market” occurs when stock prices in general are falling, and then widespread pessimism sustains the continued drop in prices.  The stock market becomes a bear market whenever stock prices have fallen over 20% over the course of several months, as seen in market indexes like the S&P 500. Investors lose confidence in the […]

Can Climate-Conscious Investing Stem Portfolio Volatility?

Experts have warned that today’s major market indexes haven’t adequately priced in the cost of the impending climate crisis. As the market’s initial reaction to COVID-19 has shown, any delay in response to an imminent threat can leave investors vulnerable to sudden and serious downturns. Some investors are responding to the climate crisis by gravitating toward companies […]

sri esg investing

SRI Vs ESG: The Difference Between These Investment Strategies

If you’re curious about socially responsible investing, you may have encountered all kinds of phrases about this phenomenon, including socially responsible investing (SRI), mission-related investing, sustainable investment, ethical investment, socially conscious investment, impact investing, and investing based on environmental, social and governance (ESG) principles. At their core, all these phrases refer to investment strategies that […]

Can Socially-Responsible Investing Help Combat Climate Change?

Some investors see the current investing environment—which depends heavily on the stability of oil companies, insurance providers, and large financial institutions—as unsustainable in the wake of climate change. As stricter governmental measures must be put into place to combat the effects of climate change, even once-reliable investments may be at risk. Can socially-responsible investing (SRI) help […]

Investing for the Long Haul: 5 Tips for Millennials

As Millennials establish themselves in their careers and as adults, now is the time for these 20- and 30-year-olds to begin investing. Developing a lifelong process of saving and investing for the future is the key to this generation’s long-term financial independence. If you’re a Millennial and unsure of how to invest wisely, here are […]

How (and Why) Do Investors Pursue Socially-Responsible Investing?

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 […]

Five Strategies for Tax-Efficient Investing

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 […]