Advisors

As funding for coal- and gas-fired power generation continues to decline, investors long leery of so-called “clean tech” plays are taking a shine to renewable-energy start-ups and other carbon-reducing technologies. According to reports from the International Energy Agency, electricity investments are flowing toward renewables, networks and flexibility, while at the same time more than 100
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Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Let me decode the lingo, because a shared understanding of the terminology makes this type of investing more accessible to advisors and investors alike. Please note that there are no universally agreed upon definitions among professionals, and everyone uses
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You’re concerned about climate change. But chances are, you don’t know what’s really in your investment portfolio and whether your investments are helping or hurting the cause. A new ranking is working to help change that. As You Sow, a nonprofit foundation, has teamed up with Corporate Knights, a research and financial information products company,
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Award-winning actor Leonardo DiCaprio is signing on for a new role: investor and advisor to an environmentally friendly financial company. The company, named Aspiration, is working to provide consumers with a socially conscious alternative to traditional banks. “Each year, $100 billion worth of pipelines, drilling and other fossil fuel-extraction projects are funded with money deposited
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Reports of Americans being unprepared for retirement have become so widespread that it no longer seems to elicit any emotional response. The Employee Benefit Research Institute found that 40.6 percent of all U.S. households (where the head of the household is between ages 35 and 64) are projected to run out of money in retirement.
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Target-date funds are slowly starting to get to know their investors better. A handful of financial services companies have started making these ubiquitous options in 401(k) plans less of a one-size-fits-all investment and more tailor-made for retirement savers. “These consider additional factors about participants and have a more personalized portfolio for each person,” said David
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Republicans have trashed the Green New Deal — Rep. Alexandria Ocasio-Cortez’s proposal to eliminate greenhouse gas emissions and create a renewable energy economy — as unrealistic, unaffordable and ill-conceived. But ever since the New York Democrat began promoting the idea late last year, a growing number of House GOP lawmakers have been increasingly willing to
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Online personal finance portal SmartAsset and its SmartAdvisor Match service surveyed and compiled a list of the U.S.cities where seniors are most prepared for retirement. The company noted that Northwestern Mutual has found more than a fifth of Americans, overall, have nothing saved for their retirement, and that government analyses show that those families that
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When financial advisor Cathy Curtis takes on a new client, she gives them a questionnaire that asks, “Are you interested in impact or sustainable investing?” Most people say yes to these investments, which involve putting money into companies that are keeping climate change and other concerns in mind, according to Curtis, founder and chief executive
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