Category: Advisors

Socially responsible investing is not exclusive domain of millennials

Millennials have a certain reputation for being the most interested in investments that also do good for the world. But sustainable investing is really of interest to...

Can you save money and the planet by owning an electric car?

Uli Deck | picture alliance | Getty Images A Tesla Model 3 at the Paris International Motor, October 2, 2018. You’ve probably heard of the Nissan Leaf, Chevrolet...

Workers want elusive socially responsible investments in 401(k): Survey

Wolfgang Kaehler | LightRocket | Getty Images A polar bear is looking for food at the edge of the pack ice north of Svalbard, Norway. If you’re looking in your...

Trump loves coal, hates climate action but investors are fighting back

President Donald Trump loves climate-wrecking coal and hates the climate-saving Paris Agreement. Meanwhile, forward-looking impact investors hate the problems of burning...

Investing with equal pay in mind may be more difficult than you think

Chances are, if you invest in a fund that bills itself as gender-focused, you will count on it to make shareholder votes that keep those issues in mind. But Morningstar...

If you turned 70½ last year, don't miss this key April 1 deadline

Procrastinators, your time is up. If you've been waiting to take that 2018 required minimum distribution from your IRA or 401(k), you have a few days to get it...

Don’t hide these things from your financial advisor

Even if it’s just cash you have in a savings account, your advisor generally should know about it. Basically, it’s a piece of the puzzle. Some assets get...

In a search for fixed income, advisors look past mainstream bond funds

In the search for fixed income, financial advisors are looking beyond bonds to alternatives — from the commonplace to the more arcane. Some view certificates of...

Here’s the tax bill if you hit the $448 million Powerball jackpot

If someone hits the $448 million jackpot in Wednesday night’s Powerball drawing, Uncle Sam will be waiting in the wings with both palms out. While the odds of...

5 last-minute tax moves you can still make before you file

Most of the last-minute opportunities to reduce your tax liabilities for 2018 have come and gone. You can’t deduct charitable contributions you make in 2019 from...