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What is the real key to true sustainable investing?
More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments. This is also called socially responsible investing (SRI) and…
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Examples of great things ethical financial advisors really like to do!
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel…
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Values Based Financial Planning is Powerful and Can Lead To Success!
Values based financial planning is about pursuing financial goals based on your values. Unfortunately, way too many people just do not take the time to sort out what matters to them! Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values…
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Why your investing strategy may inadvertently be harming women’s equity!
Are you inadvertently harming women’s equity with your investing strategy? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S., the most widely known and followed is the S&P 500. The…
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Biblically Responsible Investing: Can you mix faith with finances?
Investing has always been considered a “secular endeavor,” while Biblically Responsible Investing (BRI) has been largely ignored. Before I became an investment adviser, my wife’s retirement plan advisor to us, “make money and give it to charity later.” What he didn’t understand was that, to me as a Christian (and African American male), issues of…
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Will integrating your personal values into your financial plans work?
How does financial planning work with values integration? The question of personal values comes up daily. As Americans, we believe in life, liberty, and pursuit of happiness. We live by our personal values! We also encourage religious freedom. Yet somehow, when we start talking about money, the foundation of personal values goes away. It’s rarely…
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Women need to start planning now to overcome retirement risks!
As a financial advisor to an 86-year-old mother, whom I helped deal with her older sister’s affairs in 2015, I’m acutely aware of the women’s retirement crisis. I remember listening to Sallie Krawcheck on Morning Joe, in April of that year. Sally highlighted that the face of nursing homes was decidedly female. I saw this…
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Do you need help with your 401k investing?
Most people haven’t taken an undergraduate class on investing, much less 401k investing. When the 401k was introduced, it had a limited number of choices. Then, due in part to technological advances, the number of choices began to balloon. I have seen one plan with 150 choices for busy attorneys. I doubt they had a…
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Personal financial plan like personal pan pizza?
When I hear personal financial plan it often makes me think of personal pan pizza. Besides the fact that pan rhymes with plan, they both use the word personal. Personal financial plan or one-plan-fits-all Often in financial services things are made for the masses. Popular strategy for retirement plans and 529 plans is the use…
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