Posts tagged Investment Planning
Investing for Good: Socially Responsible Investing

In the last few years, the buzz about socially responsible investing (SRI) has been rolling through the investment world. Money has poured into socially responsible funds. Investors want to know whether their investments are contributing to positive change in the world. A recent study found that 40% of financial advisors say that SRI is important to them and their clients.

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Saving For Your Children Part II: Types of Savings Accounts

Before saving for your children’s future expenses other priorities should come first. Having an emergency fund (perhaps 6 months of living expenses) and saving for your own retirement (10-20% of income, depending on age, existing savings, and income) are rudimentary. Taking care of your future self financially is a part of taking care of your children.

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Two Nobel Prize Winners, Warren Buffet, and Your Portfolio

Passive investing through index funds has taken the world by storm in the last decade, but what portions of the stock market should we invest in, and why? Maybe it comes as no surprise that certain parts of the stock market, or asset classes, outperform others. In 2013 economist Eugene Fama won a Nobel Prize for his research with Kenneth French for their creation of what became known as the Three Factor Model. 

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