Using SRI and ESG to Balance Investment and Ideals
When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider [...]
Election 2020 is Undecided
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our [...]
The Best Day Of The Year Is This Week
With the election only eight days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so [...]
Investing for Major Financial Goals
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 [...]
End of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and [...]
What High Net-Worth Women Should Know About Health Savings Accounts
Health savings accounts (HSAs) offer tax savings for account holders—contributions are tax-free going in, tax-free coming out (with some exceptions, discussed below), and investment [...]
How High Net-Worth Women Can Optimize Their Gifting Strategies
Combining today's low gift tax rates with a historic peak on the lifetime gift tax exemption amount (currently $11.58 million), now could be a [...]
How to Protect Your Wealth as You Get Older
As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying [...]
Why Capitalism Helps Giving to Charities
Capitalism is the best economic system in practice for charitable giving because it is the only one that gives us the freedom to allocate [...]
Charitable Giving: How it Affects You Financially as Well as Personally
The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services [...]