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Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on environmental, social and governance (ESG) issues have also doubled since 2014.1

RI used to ...

For most of the 20th century, it was common for employers and unions to sponsor health care insurance for retired workers, which helped pay for some or all of Medicare’s cost-sharing requirements and deductibles. However, this trend reversed sharply in the mid-1990s. A survey by the Society for Huma...

When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35% to 21%, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.1

Stock ...

Where there is internet, is there more prosperity? Generally speaking, yes.

It costs much more to lay fiber to outlying communities than it does in larger metropolitan areas, which may contribute to the growing geographical discrepancy between income, education, and even health care. Some places, lik...

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions people common...

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions people common...

A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people lose their marriage.1 However, for those who are truly unhappy and can’t see a way back to a blissful partnership, a “gray divorce” isn’t neces...

Anyone approaching the end of their working years can likely list more than a few occurrences in which they’ve experienced a stressful moment or handled a hectic ordeal.

Although retiring may end the need to put out fires in the workplace, stress built up over the years does take its toll and, for so...

The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support your post-career plans.
A recent study found many current retirees are worried about just making day-to-day expenses:1

• The media...

At some point, everyone’s made a decision with the best intentions, only to have things go differently than they planned. Because nobody can predict how the markets will behave, investments can sometimes fall into this category.

We believe individuals should create a financial strategy that’s designe...