Advisors

Donald Trump’s surprising ascent to president of the United States has brought many unexpected effects to the financial markets. Ironically, one has been a rapid increase in interest and adoption of impact investing and other types of values-based investing. Impact investing, or values-based investing, is a type of investing that helps people and/or organizations align
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S&P Dow Jones Indices, a unit of S&P Global Inc., is launching an environmental, social and governance version of its S&P 500 Index in an effort to meet increased investor demand for impact-investment products based on U.S. equities. In the coming months, S&P DJI will also launch a global family of ESG indices based on
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If you’re interested in saving the planet while also making a profit, this app may be a good option for you. As impact investing, also known as socially responsible investing, becomes more popular, financial experts say millennials seem to be drawn to funds that support the humanitarian or environmental missions they believe in. And the
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Fidelity’s analysis, which assumes the two theoretical people are eligible for Medicare, includes premiums, copays and other cost-sharing expenses, along with prescription-drug costs. And, it’s just a starting point. Things that are not covered by Medicare — dental, basic vision, over-the-counter medicines, long-term care — would be on top of that $285,000 estimate. The biggest
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Historically, start-ups developing new renewable energy-enabling technologies or developing clean energy projects have experienced difficulty raising funds from institutional investors, in part because of long development timelines and sizable technical risk. But particularly on the project financing side of things, renewable-energy projects suffer from a lack of familiarity. Institutional fund managers simply don’t have a
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When you think of Southern living in the United States, a sunny climate and warm hospitality may come to mind. So it should come as no surprise that moving south is a popular choice for retirees. But with so many options to choose from, where should you look to spend your golden years? While every
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Although the costs vary widely across the country, takeout and food delivery alone amounted to more than $2,000 a year, on average, the personal finance site said, while buying coffee on the go added up to more than $700 annually. New clothing and accessories accounted for roughly $750. Ride shares, such as Uber and Lyft,
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If you are looking for a way to lower your taxes and have already worked your way through well-known deductions such as child-care expenses and property taxes, it may pay to think outside the box. There are some write-offs you may not have known about, and those could apply to your situation. That could come
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Jackie Cook, a specialist in corporate environmental, social and governance (ESG) disclosure analysis and founder of FundVotes, which was acquired last year by Morningstar, said the “engagement first, voting later” rationale doesn’t add up, because there is no reason why these companies can’t do both. And the engagements suffer from a lack of transparency. “There
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Daunting numbers indeed, but these conditions speak to priorities undertaken years earlier. Many families would list education as their No. 1 goal, and given the exorbitant cost of college tuition, it only makes sense that their nest egg is less than robust. This is an important distinction to make, that insufficient retirement savings could be
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“These consider additional factors about participants and have a more personalized portfolio for each person,” said David Blanchett, head of retirement research for Morningstar Investment Management. Target-date funds, which automatically shift from aggressive to conservative investments as investors move closer to retirement, held about $1.1 trillion in assets at the end of 2018, up from
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