The treasury department put in a new retirement plan, myRA. If your employer doesn’t offer a retirement account, myRA could be an option although it does not earn a lot of interest. It’s similar to a Roth IRA because your money will grow tax free. Joe Anderson, CFP® and “Big Al” Clopine share the details of the plan to help you decide whether this type of retirement account would be a suitable option for you.
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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.”
24
OCT
2021
2021
SEASON , EPISODE
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.”
23
OCT
2021
2021
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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...
22
OCT
2021
2021
SEASON , EPISODE
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...
21
OCT
2021
2021
