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 [...]

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 [...]

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 [...]

The Yield Curve

By | September 18th, 2018|Investing, Retirement|

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments? A [...]

Donor-Advised Funds

By | August 19th, 2018|Family Finances, Investing|

Donor-Advised Funds are not new; they’ve been around since the 1930s. But they’ve been garnering more attention as a potentially appropriate tax-planning tool under the Tax Cuts and Job Act of 2017. Here’s how they work: 1. Make a sizable donation to a DAF. Donating to a DAF, which acts like a “charitable bank,” is [...]

Tax cuts and GDP growth

By | February 27th, 2018|Investing, Retirement|

Do lower taxes cause faster GDP growth? Your answer will hinge on what economic theory you subscribe to. The fundamental idea of supply-side economics is that tax cuts cause economic growth. This theory is grounded in the idea of expanding the tax base which in turn will produce more tax revenue for the government. The [...]

Cost of US short-term borrowing on the rise

By | February 21st, 2018|Investing, Retirement|

The US government is spending, and fixed income investors are demanding higher interest rates in return to lend to Uncle Sam. The recent tax reform coupled with congress raising the debt ceiling requires the US government to rebuild its cash balance. On Tuesday, the US Treasury auctioned off $179 billion of short-term debt. By historical [...]

Inflation is back, maybe

By | February 20th, 2018|Investing, Retirement|

The recent stock market selloff in early February was attributed to the CPI data released on February 2nd.  The Federal Reserve Act establishes the statutory objectives for the Federal Reserve - maximum employment, stable prices, and moderate long-term interest rates.  The Fed has been maintaining a low interest rate policy and has been powerless to [...]

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