Some things to think about this year – and every year. This is the year. You can make 2011 the year you alter your financial life for a better financial future. Let’s look at some steps you might think of taking with the goal of financial...
Today’s yields can’t beat inflation. CD investors are effectively losing money. According to Market Rates Insight, a research firm tracking bank rates, annualized inflation has surpassed long-term certificate of deposit rates since February. In April, 12-month inflation hit 3.16% while the highest-yielding 5-year callable CD on...
There is more than one way to save for college for college. With changes coming to Coverdell Education Savings Accounts in 2011, some parents are wondering if they should convert Coverdells to 529 plans. With that mind, here is a brief look at how both of...
Allocating your assets with the goal of helping the world … and your portfolio. “Do well by doing good.” You’ve probably heard that phrase. In the financial arena, it is often written or spoken in reference to impact investing – also known as socially responsible investing. A...
Is your investment strategy as socially and environmentally conscious as you are? It’s not uncommon … Many a well-educated, socially conscious, environmentally friendly investor winds up buying shares of companies whose beliefs and business practices are far removed from their own. Why? Most investors simply haven’t...