Impact Investing: Changing The Way We Invest in SRI

Impact Investing: Changing The Way We Invest in SRI

Impact investing is a newly minted term in the lexicon of Socially Responsible Investing jargon. It references going beyond the broad net of “socially responsible investing”, and investing in companies and/or products that are for-profit enterprises pursuing the...
Reduce Taxes

Reduce Taxes

While selecting tax-efficient investments and making the most of tax-deferred accounts may help reduce your tax bill, it won’t eliminate taxes altogether. There are a few options available that do have the potential to generate income or earnings that you generally won’t have to pay federal income taxes on—including many municipal bonds, Roth IRAs, and college savings accounts.

Exchange Traded Funds: The Beauty of Diversification

Exchange Traded Funds: The Beauty of Diversification

As the most important aspects of investing is diversification, ETF’s allow investors to purchase an “entire sector” of the market, greatly reducing the risk associated with individual stocks in individual sectors. Because they are not actively managed like mutual funds, their annual fees are MUCH lower. As you create your portfolio of high quality, diversified investments, ETF’s are a great way to achieve diversification while having the liquidity of common stocks.