In the News

Is Socially Responsible Investing the Right Route for You?

By Jay Pluimer, AIF® CIMA®

Wednesday, 15 August 2018

Is Socially Responsible Investing the Right Route for You?

We have been talking to a lot of clients about ethical and impact investing lately. Opportunities to align investment dollars with personal values have become more available as investor demand has increased. It is now possible to effectively make investments that focus on the environment, sustainability, workplace disparities, or gender equality. In fact, from 2014 to 2016 these types of investments grew by more than 33%.[1] The desire to align personal values with spending dollars has already been demonstrated in consumer spending, as 66% of consumers now saying they’re willing to pay more for sustainable goods (a 55% increase from 2014). [i] People are not only buying with the environment in mind, but they are also investing in companies that promote social themes as well.

Back to School: Preparing for College Isn't Just About the Dorm Furniture

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 25 July 2018

Back to School: Preparing for College Isn't Just About the Dorm Furniture

I was a wreck when my daughter Maddy went off to college three years ago. I had so many emotions about my oldest child, my first baby, leaving home and venturing out on her own. On the other hand, Maddy was so excited--without an apprehensive bone in her body. She was ready to start her college experience and for that I was grateful. But I had my concerns about her safety, her well-being, her ability to create her own structure with all that freedom, and all the other concerns that come with being the parent of a young adult.

Although Maddy was focused on how she was going to furnish her dorm room and what her roommate was going to be like, she was also looking forward to the adventures and challenges of college. The furthest thing from her mind was worst case scenarios and creating a plan for the what-ifs of adulthood. While the curtains and the rug and the mini fridge all have their place in planning for college life, so too does preparing documents that will protect you as a parent and them as an adult in the event of an emergency.

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