Here comes 2020
Submitted by Holzer & Company, Inc on January 21st, 2020As I sit here in Vermont, watching Storm Gage bring us sleet and thunder snow, I am also enjoying staying warm and dry indoors.
As I sit here in Vermont, watching Storm Gage bring us sleet and thunder snow, I am also enjoying staying warm and dry indoors.
In the last year, demand for and availability of investments with social purpose has increased rapidly.
Many younger investors are looking for these products and the fund companies continue to introduce these products.
Some have actually offered them for many years, but they are not being rediscovered.
It is a snowy day in February and I have been meaning to write this blog for about 2 weeks, since Mr. Bogle passed away.
I have read tributes by many well known financial advisors and writers. He was a legend and leader in the industry. Most of all, he fought for the average investor.
Last Sunday we were treated to 3 great sports events. Since it was a hot humid day in New Jersey, it was the perfect excuse to stay indoors and keep the TV going.
From the Wimbledon men's final to the Tour De France to the world cup finals, it was a day of great sport ( and sportsmanship)and competition.
You may have noticed this week in your email a number of updated Privacy Policy notices.
I have been getting them from many different sites and companies, from Starbucks to The Financial Times.
GDPR is a new set of privacy protection laws for anyone doing business with the European Union that came into effect on May 24.
Since I started learning more about SRI, Socially Responsible Investing, the number of articles and webinars has increased substantially.
There is so much more information available, especially about ESG mutual funds and ETFs.
ESG stands for Environment, Social and Governance - three areas where there are funds with a special focus on one, two or all of these factors.