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Does a Better “Investment Returns Recipe” Actually Matter?
Singing the investment returns blues? Your investment returns aren’t performing as well as you planned? Does your Morningstar investment rating show 5 stars, but your actual investment returns only show 1 star? You might need a better investment returns recipe! Not too long ago, I looked at a client’s portfolio and found a gap between…
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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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Investment Planning: 3 Reasons For Not Getting Your Desired Returns
In this post, we examine how our investment planning returns (outcomes) can vary based on our investment experience and behavior. Investment Planning and Investing on Average When you hear the average return is 10%, what do you think you’re going to get in the next five years? 10%, 10%, 10%, 10%, 10%? 40%, 20%, 15%,…
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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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Using Impact Investing to Pursue Your Vision
Are your social concerns incorporated into an impact investing plan for your retirement or other long-term goals? Maybe you have had no training in investments. Or perhaps your first introduction was the enrollment meeting for your 401(k). And maybe you saw many investments with unfamiliar names, and then you scanned the investment returns tables and…
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Recent Posts
- Misunderstood Student Loan Repayment Issues
- The Risks of Delaying Investing: How Procrastination Can Cost You Substantially
- Can a Little Financial Education Calm Your Money Fears?
- Does a Better “Investment Returns Recipe” Actually Matter?
- What is the real key to true sustainable investing?
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