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

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 [...]

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

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 [...]

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

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 [...]

You, Your Retirement, and the SECURE Act

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 [...]

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

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 [...]

Avoiding Financial Scams and Identity Theft

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 [...]

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