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On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the […]
On your road to retirement have you stayed focused on the magic number you needed in your retirement account that you calculated years ago? Many retirees admit to having serious blind spots when they look at their retirement plans. It may seem basic, but one of the best things you can do is put a plan […]
Having wrapped up another year in the markets, now is a good time to review your investment strategy. We all share the goal of increasing our investment results, however, research shows that trying to time the market can be difficult and counter-productive. It is extremely important to follow your plan and adjust your strategy over […]
If one of your goals for the year is to get your finances in order, we have some financial resolution topics for you today. Phillip Chinothai, CFP®, AIF®, Pure Associate Advisor covers the top 5 financial resolutions. Budget: It’s hard to plan for the future if we don’t have a solid foundation of knowing what […]
Your New Year’s resolutions usually are something you hope to change or accomplish in the new year. If you want to start the new year by changing your finances, consider creating financial to-dos or determining your financial goals, then put those plans in place. In this guide, you’ll learn about… Creating a Budget Reviewing and Managing Debt Reviewing Your Tax […]
To keep my portfolio diversified, what percentage of my portfolio should I allocate to ESG funds? – Cynthia, San Marcos Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
ESG is only applicable to certain companies, such as those in the energy, manufacturing and mining industries: true or false? Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
Portfolios With A Purpose: Risk vs Return: It Isn’t One-Size-Fits-All Tricky to Select Your Issues No Reporting Requirement (Rely on Self-Reported Data) ESG Funds Can Have Higher Fees Performance Isn’t Guaranteed Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing Make sure to subscribe to our channel for more helpful […]
ESG investing can be a bit complicated. Almost everyone has a different idea on which companies are being socially responsible and which companies are not. Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing Make sure to subscribe to our channel for more helpful tips and the latest episodes of […]
Which Factors are Most Important to ESG Investors? 17% – Rate of Return 16% – Social Impact 16% – Goals of the Company 13% – Environmental Impact 13% – Past Performance Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing Make sure to subscribe to our channel for more helpful […]
Clean Tech – Sustainable Materials– Carbon Capture! Large financial returns aren’t the only thing that many investors are looking for when they put money into the market. Some want to encourage bigger investment in the environment and companies that have a positive impact socially. Today the most universally accepted approach is called ESG Investing which […]
It’s being called a Megatrend – investors wanting to back up their concerns for the environment and social issues with their pocketbooks. It is sometimes called Green or Sustainability Investing using ESG or impact Funds. Is this megatrend part of a sound financial plan or a fad? Watch the full episode, Portfolio With a Purpose: […]
As a first-time homebuyer, I can use up to $10,000 from my IRA to buy a home without incurring an early withdrawal penalty. True or false? Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips […]
Question: My wife and I disagree about leaving money to one of our children. I’m older than my wife so she will likely outlive me. Is there anything that I can do to keep my son from inheriting any of my money? – Anonymous, Carlsbad Watch the full episode, Cracking the Code – Succeeding Financially […]
Financial strategies for retirement planning in your 50’s. Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
