Advisors

Whether you’re looking to avoid companies that have questionable environmental practices or to reward those that prioritize gender equality, there’s an investment strategy for that. Say hello to sustainable investing, which you may also know as socially responsible investing, a way for individuals to make a social impact with their dollars. This investment strategy involves
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The financial impact from uncovered health-care expenses can be a shock and even affect a person’s financial wellness. But there are ways to alleviate the stress. Let’s create a scenario. Elizabeth is a single mom with two children. She was at home when she suddenly experienced troubling symptoms that turned out to be a heart
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For retirees who have recently elected to take Social Security benefits, this could be the first time they see a “real increase” in their monthly checks, Joe Elsasser, president of Covisum, a provider of Social Security timing software, previously told CNBC. For those who are collecting an average Social Security benefit of about $1,400, the
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Rising interest rates are to blame. With the Federal Reserve Bank continuing to hike the short-term fed funds rate, longer-duration investment-grade bonds with historically low yields have suffered. “The hit from interest rates has been a big deal,” said Elaine Stokes, a fixed-income strategist and manager of several bond funds at Loomis Sayles. While the
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Sandberg’s late husband, Dave Goldberg, was the CEO of SurveyMonkey. SurveyMonkey’s prospectus lists Sandberg’s ownership of the company through a revocable trust as 10.3 million shares, or 8.4 percent of the company after the offering. Sandberg’s charitable plans are part of her plans to participate in the Giving Pledge, whereby some of the world’s wealthiest
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If you want to give money to charities you believe in, you may want to consider two strategies that can help you boost your bottom line. Instead of giving cash, try donating appreciated securities, such as stocks or mutual funds, according to certified financial planner Sophia Bera, founder of Gen Y Planning. If you itemize
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