Your Values and Your Investments
Socially responsible investing (more commonly understood as ESG) was once a fringe concept. In recent years, this trend has gone from the fringe to the forefront. So what is socially responsible investing?
Socially responsible investing (more commonly understood as ESG) was once a fringe concept. In recent years, this trend has gone from the fringe to the forefront. So what is socially responsible investing?
You work hard to keep your body fit and healthy. Regular exercise, dieting, annual physicals, doctors visits and perhaps even taking supplements are all a part of your physical fitness plan. But are you giving the same attention to your financial fitness? For many people, personal savings and retirement planning are not made a priority like they should be. I could argue that your finances are just as important as your physical health. Here are some things to consider about your financial fitness:
In 2022, the US inflation rate was the highest it had been since the early 1980s (1). This puts a lot of strain on the income Americans are earning. Getting a raise, especially a significant one, can go a long way to helping pay for those increases in goods and services. In some cases, it can also be as much of a curse as a blessing. Here are some smart steps you can take to make the most of your raise.
Ford Motor Company employees will be eligible to receive their annual profit-sharing check on March 14th. Here are the 4 steps you should take once you receive this check.
Stellantis employees will be eligible to receive their annual profit-sharing check on February 29th. As a result, approximately 40,500 U.S. hourly workers will receive up to $13,860 in profit-sharing. Here are the 4 steps you should take once you receive this check.
General Motors employees will be eligible to receive their annual profit-sharing check on February 23rd. This year, approximately 45,000 U.S. hourly workers will receive up to $12,250 in profit sharing. Here are the 4 steps you should take once you receive this check.
Many 401k participants have a little-known feature available to them that dramatically increases the number of investment options and, by extension, increases the quality of their options. This feature is available at major employers such as The University of Michigan, Michigan State University, Lansing Board of Water and Light, and the State of Michigan. The feature is known as a self-directed brokerage account.
When we look back at 2023, we’ll remember it as a banner year for markets. Stocks were up across the board and even bonds produced a solid return. A rough 3rd quarter that led to a rally in November and December pulled markets ahead for a fantastic finish to 2023.