Advantages of Gender-Lens Investing

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in…

Read More

Social Security Updates

The Social Security Administration (SSA) recently announced a new cost-of-living adjustment (COLA) starting in 2021. Beneficiaries can expect a 1.3% increase in their income payouts next year, which is actually…

Read More

Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked…

Read More

Fixed Income vs. Stock Portfolio

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some,…

Read More

Is the Economy Slowly, Silently Sliding?

Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction…

Read More

Preparing for Potential Pandemics

If you think the economic decline due to the pandemic has been difficult for you personally, the big picture numbers may be even worse. Analysts project that the total economic…

Read More

Americans and Their 401(k)s

A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from their 401(k)s to help make ends meet. In…

Read More