Interested in sustainable investing but not comfortable tackling all the extra due diligence that goes into picking stocks and funds?
MarketWatch.com…
How can I tell if this ESG fund digs deep on sustainability or is just greenwashing?
Christine2021-11-18T17:22:43-05:00Sustainable investing is hot, and when Wall Street sees a trend, it wants a piece of the action. How hot? In 2020, US SIF Foundation, which measures this type of investing, said 33% of U.S. assets under professional management use …
Single and Planning for Retirement? Here Are 4 Key Things to Do.
Christine2021-11-18T17:16:42-05:00Retirement-planning stories tend to look through the lens of a two-person household, making certain assumptions about everything from income and insurance needs to estate planning as if every saver were part of a couple. This story is aimed at single …
There’s Nearly $100 Billion in Missing Money, and It’s Easier Than Ever to Claim. Here’s How.
Christine2020-06-04T07:34:25-04:00I just got my share of $100 billion. It was only $80—a wayward rebate check for an appliance purchase from a few years ago that wound up in Illinois’ unclaimed-property coffers—but it took mere minutes to claim.
Barron’s…
Getting Ready to Retire? Here’s a Planning Guide
Christine2020-06-08T12:57:31-04:00The five years before officially quitting fulltime employment is the time to finalize your plan for the next stage in life. But knowing
what to do, as well as when to do it to maximize any benefit or correct any …
For Retirees Seeking an Inflation Hedge, Here’s How to Add Gold
Christine2020-06-09T12:27:55-04:00Gold has again excelled in its role as a safe haven and portfolio diversifier, with the precious metal near 7½-year highs after rallying around 10% since early March while stocks tumbled during the coronavirus-driven market tumult.
Barron’s…
4 Signs You’ve Outgrown Your Investment Advisor
Christine2018-07-23T11:14:10-04:00A relationship with a financial advisor is very personal– after all, your advisor knows a lot about you. But there comes a time when you might be ready to work with someone else as your circumstances evolve. It may be
Protect financial information from theft
Christine2018-07-27T16:11:15-04:00News about the data breach at Target, and subsequent data breaches at other major retailers, are reminders that theft can occur at any time and any place, and information security experts say that it’s also a good time for people …
The Roundup: Personal Finance Books
Christine2018-07-23T10:09:29-04:00Personal finance book reviews.
Chicago Tribune’s Printer’s Row Journal…