“You are making a statement by where you invest,” says Andrei Cherny, CEO of Aspiration. Socially responsible investing is a reminder that every dollar should be given a name. You can position your investments to provide financial returns but also are a natural expression of your core values and beliefs.
“Since 1994 the MSCI KLD 400 Social Index has produced virtually the same results as the broad U.S. stock market.” This serves as a good reminder that putting your money into stocks is still an investment and they may or may NOT perform as good as other stocks.
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This is the most read article in the NY Times right now. This is a big issue with no easy solutions. We have had the experience working with many clients that do not have a beneficiary to list on their account. We call them the “alones” and our job is to help them plan for the future.
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“Right-sizing” in preparation for retirement is also a key issue consider. Since it is spring, now is the perfect time to “spring clean” your home as well as your finances to help you move toward a retirement where you can do more with less. Check out these articles for inspiration:
Passed Away Parent: Navigating the Death of a Loved One
The death of a parent brings grief and changes on so many levels, and in the midst of that there are practical matters that also need to be attended to. Here are two tools that can ease the burdensome task list when you need to address this loss in your life:
A monthly feature highlighting one of Treece Financial Group's distinctive clients … Ballet Flamenco de la Rosa founder Ilisa Rosal traveled the world to learn her craft and bring home to Miami the “real flamenco,” that passionately ignited her soul, and drove her to bring classical stories to life through her creative vision. Read full article now.