Newsletters and Articles

September 22, 2020

Socially Responsible Investing, also known as social investing, is an investment strategy which seeks companies that offer a financial return and promote environmental stewardship, consumer protection, human rights, and racial or gender diversity.

There are other types of socially responsible funds. Environmental, Social, and Governance (ESG) Funds, Impact...

September 22, 2020

Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments over time. The appeal of DCA is the perception that it helps investors “diversify” the cost of entry in...

August 27, 2019

We live in a world fortunate to have some very selfless and generous individuals. Some of these people recognize the great needs of others and prioritize helping them over first taking care of themselves.

Certainly, if we all acted in this way, poverty and starvation would never be an issue, and we would all coexist in a utopian society. Unfortunately, all...

August 8, 2019

When a company needs to raise working capital, it will sell stock or units of ownership in the company to outside investors. Once you buy the stock, you are now a shareholder in the company.


At the end of year if there is a profit, the company may pay dividends to its investors. If there is no profit, or even a loss, you as a shareholder are not responsib...

March 6, 2019

When most of us evaluate an investment opportunity such as a stock, bond or mutual fund, we first pay attention to the investment’s return. We tend to ignore or discount the relationship between an investment’s risk and return because the investment’s performance is all we really care about in the end.

In reality, the risk of an investment is just as, if n...

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