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ESG Investing: Contribute to the Greater Good

Sep 29, 2020
Long before it was called ESG (environmental, social, and corporate governance) investors were calculating ESG risks.   Raw material costs, pollution controls, and environmental lawsuits are now called…

Diversification: The Practice of Not Putting All Your Eggs in One Basket

Sep 24, 2020
Just as with eggs, spreading your money across a range of investments can help reduce risk in your portfolio by lessening the impact that a fall in any one market, sector, region, or individual investment…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…

Your Social Security Statement: Making sure you receive the correct benefits

Sep 08, 2020
Even if you are decades away from retirement, it’s a good idea to review your Social Security Statement annually to help ensure that you receive the correct benefit amount when you retire. What is a Social…

Scam COVID-19 Contract Tracing Calls

Sep 01, 2020
NPR reported this morning that many states have been reporting scam COVID-19 Contract Tracing calls attempting to gather personal information. Here are some tips to know if you receive a call and are…