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Investing

What Is “Sustainable Investing” and Is It Right for You?

By | Investing | No Comments

Over the past several years, the idea of an investment strategy designed to promote a healthy planet and population has moved from being a niche project into the investing mainstream.

You can invest in funds that align with a variety of environmental and social goals: companies with female CEOs, companies that promote anti-racism, carbon-neutral companies – there are endless possibilities.

So what exactly does “sustainable investing” mean? And how should we define success when the goal is more than simply building wealth? Can we meet environmental or social goals without compromising the fundamentals of prudent – and successful – investment practices?

Today, I want to look at one definition of a “sustainable” investment strategy. Understanding what it is (or can be) is important if you want to consider incorporating such a strategy into your own investment program.

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Why Investors Need Perspective When Markets Decline

By | Current & Economic Events, Investing | 2 Comments

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more. Although no two market pullbacks are exactly alike, there have already been several periods of short-term volatility this year in response to similar headlines. For long-term investors, it’s important to remember that these setbacks are a natural, expected, and manageable part of investing.

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Why Fed Tapering Shouldn’t Alarm Long-Term Investors

By | Current & Economic Events, Investing | One Comment

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week’s virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?

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Why Investors Need Perspective Amid China and Fed Concerns

By | Current & Economic Events, Investing | No Comments

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week’s virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?

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