Personal finance

Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Let me decode the lingo, because a shared understanding of the terminology makes this type of investing more accessible to advisors and investors alike. Please note that there are no universally agreed upon definitions among professionals, and everyone uses
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Dishonest advisors or brokers may not be the norm. When they turn up, though, hold on to your pocketbook. In the latest monthly list of disciplinary actions taken by the Financial Industry Regulatory Authority, several cases involve brokers who it said put client money in unregistered or inappropriate investments, used client funds for personal purchases
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When it’s several decades away, you might categorize saving for retirement as a back-burner concern. And when you’re younger, contributing to an individual retirement account might seem like an impossible stretch. Yet people who made the leap generally say they’re sorry they didn’t start earlier. Millennials seem particularly drawn to Roth IRAs, which are showing
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