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Want To Invest With A Social Conscience? Here’s A Great Success Story.

Some of our clients are firm believers in investing with a conscience, and choose to put their money where their mouth is. They’ve asked us to identify investments that reflect their values, like protecting the environment, advancing gender equality, or supporting community engagement. Socially responsible investing (SRI) has definitely come of age, now capturing one-fifth of all funds professionally managed […]

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Quote Of The Week: Busting ETF Myths

Investment executive Noah Hamman takes on some popular ETF (that’s short for Exchange Traded Fund) myths in a recent column. While the ETF structure can frequently lend itself to lower costs, Noah warns that it’s unwise to assume that ETFs always have the low-cost advantage over mutual funds and other investments. Here’s his take on the […]

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Barron’s Top Independent Women Advisors Conference

It may be over 90 degrees outside on the streets of Washington D.C., but we’re having a “cool” time inside at the Barron’s Top Independent Women Advisors Conference! Select women financial advisors from across the country are here to network and learn about what’s new in investments, marketing, client service, and women’s entrepreneurship, with presentations by Pauline […]

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China: Still An Engine For Global Growth

BlackRock’s Chief Investment Officer Rick Reider, who oversees management of over $1 trillion in bond investments, had some interesting insights at the recent Morningstar investment conference in Chicago. The first is that despite the Federal Reserve’s rate hiking, bond yields will likely remain low for a long time. That should make U.S. investors feel more […]

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Quote Of The Week: Is Tax Reform DOA?

“The boldest ideas for changing the nation’s tax code are either dead or on political life support, as the Republican effort in Congress to reshape the tax system moves much more slowly than lawmakers and their allies in business had hoped. …. The clear winner, so far, is the status quo.” Richard Rubin, “GOP Bid […]

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Aye Matey! Too Much Real Estate Sinks Pirate Johnny Depp’s Ship

The new “Pirates of the Caribbean” movie installment just opened in the theaters, and let’s hope it generates a treasure chest of gold for star Johnny Depp. He needs it, or else he may be forced to walk the plank by lenders and tax collectors at the IRS. How on earth did Depp get himself into […]

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New York: Briefings On What’s Ahead In The Investment World

It was a gorgeous afternoon in New York City today, as you can see from the photo I took in Times Square showing the beautiful blue skies, jewel-colored electronic billboards, and masses of New Yorkers, tourists, and school kids visiting the city. Living in South Florida, I have clearly forgotten exactly how many people you can […]

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What, Me Worry? World’s Millionaires Are Confident Despite Global Uncertainty

The world may be an uncertain place but millionaires around the globe are confident they can manage the turmoil and reach their life’s objectives “without so much as a dent in their finances,” finds a UBS Wealth Management survey of 2,800 millionaires in seven countries. Reuters journalist Jamie McGeever, reporting from London, says the world’s elite […]

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Quote Of The Week: Why Your Advisor Should Always Be A Fiduciary

“Ask the person managing, or offering to manage, your investments to state in writing that he or she will act as a fiduciary at all times, for retirement and non-retirement accounts. Knowledgeable clients already demand fiduciaries for all their money. Don’t be blinded by titles like “financial adviser” or “wealth manager.” If they’re not fiduciaries, […]

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Can Investing In Big U.S. Companies Give You Enough International Exposure?

I was on the phone yesterday with a client. “Why do I need to own international stocks,” he asked. “I already own big U.S. companies and they do plenty of business overseas. Isn’t that enough?” Good question. In fact, it’s the subject of a recent research study by Joe Libbra, CIMA®, CAIA, senior investment consultant […]

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