About George Sugden

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So far George Sugden has created 51 blog entries.

An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today

By | January 23rd, 2020|Uncategorized|

In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” we introduced key building blocks for sustainable investing, and summarized current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice to help you determine if and how you would like to invest more sustainably. [...]

An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

By | January 20th, 2020|Investing|

As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure something that is sometimes so subjective? As described in “Why and How Investors Use ESG Information” (a University of Oxford/Harvard University paper to be published [...]

An Evidence-Based Approach to Sustainable Investing Part I: Degrees of Setting The Stage

By | January 7th, 2020|Investing|

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good? But what [...]

You, Your Retirement, and the SECURE Act

By | January 3rd, 2020|Retirement|

You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into [...]

FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

By | October 4th, 2019|Family Finances|

The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of [...]

Avoiding Financial Scams and Identity Theft

By | May 13th, 2019|Family Finances|

WHO ARE THEY? • Financial fraudsters are after your assets. • Identity thieves steal your personal information (often to then commit financial fraud). WHAT DO THEY WANT? YOUR MONEY AND YOUR LIFE • Social Security Numbers, passports, driver’s licenses, and similar identifying information. • Financial account and credit card numbers. • Passwords (or insights about [...]

An Homage to John “Jack” Bogle

By | May 10th, 2019|Investing|

On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home. Search the Internet for “Bogle” or browse any news source, and you’ll soon be immersed in a universal outpouring of respect for the man. Rightfully so. His lifetime of unblinking commitment to busting open the doors of [...]

The Next Big Political Fight – Fiscal Cliff

By | May 10th, 2019|Family Finances, News|

The next big political fight is quickly approaching – the fiscal cliff or debt ceiling crisis. The last big debt ceiling bout happened in mid-2017. By the end of 2017, the U.S. debt exceeded $20 trillion for the first time in history. The Treasury Department expects to run dry of funds mid-summer at which time [...]

What does asset allocation mean?

By | May 9th, 2019|Investing, Retirement|

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? Asset Allocation: A Classy Subject Big picture, an asset is anything beneficial you have or have coming to you. For our [...]

Money Management Lingo

By | May 9th, 2019|Investing|

Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other profession, we sometimes have a funny way of saying it. Just as it’s good to know that Enter your PIN doesn’t mean you should jab a sharp object into your [...]

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