Growing Interest in Socially Responsible Investing

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.1 […]

By |2021-05-05T09:30:00-04:00May 1st, 2021|Investment Center, Uncategorized|0 Comments

New Changes to College Financial Aid and Education Tax Benefits

In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. […]

Five Tips to Follow When Applying for a Mortgage

The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 […]

By |2021-03-31T08:53:51-04:00March 31st, 2021|Home Loans, Investment Center, Mortgages, Uncategorized|0 Comments

Money Market Funds in a Low Rate Environment

After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 […]

By |2021-03-31T08:53:40-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments

Should You Convert Your Term Life to Permanent Life Insurance

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. […]

By |2021-03-31T08:53:25-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments

Tips to Help Control Your Finances During the Pandemic

The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had experienced the loss of a job due to the outbreak. […]

By |2021-02-22T11:14:57-05:00February 22nd, 2021|Investment Center, Uncategorized|0 Comments
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