What is the Debt Limit?

The debt limit is a cap set by Congress on the amount of debt the federal government can legally borrow. The United States government relies on debt to continue to…

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Market Neutral

Institutional investors, hedge funds, endowment money managers, and the rich had the resources and availability of a strategy of balancing bullish and bearish stock picks. The premise of this strategy…

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What is an ETF?

An exchange-traded fund (ETF) is a security that tracks an index, commodity, or basket of assets. It acts similar to an index mutual fund. Unlike a mutual fund, an ETF…

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IRA Contributions

Deadlines Emancipation Day, a holiday observed in the District of Columbia, falls on Friday, April 15 this year. Therefore, the tax reporting deadline has been pushed back to Monday, April…

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Double Bottom Line Investing

The “double bottom line” is often referred to by socially responsible investors. However, many investors don’t understand what the term means. The premise is really very simple. While all businesses…

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Here Come the Baby Boomers!

Kathleen Casey-Kirshling was the first “Baby Boomer” born one second after midnight on January 1, 1946. Kathleen just turned 65 years old last month making her eligible for Medicare. Many…

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Quantitative Easing

The Federal Reserve announced a plan to buy $600 billion in government debt with the intent of driving already low interest rates lower. The central bank will buy back debt…

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What’s Your Alternative?

Alternative investments are commonly defined as investments other than stocks and bonds. These may include commodities, real estate, private equity, real assets, and investments with strategies such as arbitrage and…

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No Tolerance Verses Promoting Change

Introduction Socially Responsible Investing (SRI) is constantly evolving. As more investors pour money into socially responsible investments, additional resources in the form of technology, indexes, and corporate information is available…

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