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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As the wise, old sage Yogi Berra once said, “When you come to the fork in the road, take it!” That simple advice doesn’t apply for today’s investor, because the market offers several fork-in-the-road options for risk-minded individuals. As the economy strengthens and the U.S. equity market hovers at near-record levels, investors are faced with
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Retirees who are collecting Social Security retirement benefits have reason to cheer: Your Social Security checks will be larger next year. The Social Security Administration announced that the cost-of-living adjustment for 2019 will be 2.8 percent. That is in line with the 2.8 percent increase the Senior Citizens League, a non-partisan organization, predicted last month.
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A disaster can greatly impact anyone’s financial situation, and being prepared is the best way to lessen the blow. Disaster preparedness is an evolving phenomenon, especially with many of the natural disasters occurring throughout the world. Man-made disasters can also create a financial burden. The following disaster preparedness tips regarding insurance and an emergency fund
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The 2017 Tax Cuts and Jobs Act made sweeping changes that reduce income and transfer tax for many individuals, while nearly doubling the income-tax standard deduction. Other changes curtail or eliminate many popular itemized deductions. The charitable deduction, however, does remain in effect as an itemized deduction and even provides a higher deduction threshold for
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Each person’s individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes. 1. Trying to time the market. Popularized by film and social
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