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Making Sense of Seemingly Inconsistent Numbers

Making Sense of Seemingly Inconsistent Numbers Wise investors take the “big picture” view. It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. Such is the case with August’s jobs numbers from the Department of Labor. There was a vast difference between the number projected in surveys of economists (720,000) and the number we received: a 235,000 increase [...]

By |2021-09-17T14:31:24-04:00September 2nd, 2021|Business/Economic News, Investing|Comments Off on Making Sense of Seemingly Inconsistent Numbers

The Emergence of ESG Investing

The Emergence of ESG Investing How generational and societal change is influencing companies and the markets. ESG: what does that acronym stand for? Those three letters stand for "Environmental, Social, and Governance" and signify an investment that has particular merit to investors of all ages. A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing could become more and more of an element in [...]

By |2021-08-19T10:51:08-04:00August 19th, 2021|Investing, Socially Responsible Investing|Comments Off on The Emergence of ESG Investing

FAFSA Simplification Act

FAFSA Simplification Act Learn about how legislative changes can help you finance your loved one’s education. As a parent or grandparent, you know firsthand the challenges of funding a child’s education.The Free Application for FederalStudent Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid. These changes will affect those applying for financial aid for the 2023-2024 school year. You’ll notice these changes on October 1, 2022, [...]

By |2021-07-28T11:20:00-04:00July 28th, 2021|College Savings, Financial Fitness|Comments Off on FAFSA Simplification Act

Measuring the Value of a Financial Professional

Measuring the Value of a Financial Professional Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s whitepaper, concluded that when an investor works with a professional and receives that level of investment advice, they may see a net portfolio return about 3% higher over time.1 How did this [...]

By |2021-07-02T13:21:31-04:00July 2nd, 2021|Personal Finance, Retirement|Comments Off on Measuring the Value of a Financial Professional
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