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…
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…
Year End Portfolio Planning Tips
Tax Considerations As Congress debates the fate of future tax rates for Americans, it is more important than in past years for investors to be vigilant of tax law changes.…
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…
Mistakes Made by Investors with Wealth
Introduction Often, individuals with substantial accumulations manage their own money or work with a financial advisor more inclined to sell a product than add value. Many of these individuals are…
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…
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…
Socially Responsible Investing – An Overview
Why Should I Care? Petrochina Company Limited is the largest oil producer in China and has the largest market capitalization of any company in the world. Petrochina’s stock is traded…
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