Category: Advisors

MBA students face off in challenge to create the next best impact investing idea

A team of five graduate business students from the University of Vermont traveled to Philadelphia this week to put an impact investing project they have been working on...

Trump creates positive effect on socially responsible investing

President Trump speaks to the press before heading to Alabama to survey tornado damage in early March. MANDEL NGAN | AFP | Getty Images Donald Trump’s surprising...

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...