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Jim Patrick, Group President of Envestnet | PMC, talks about the tremendous growth of impact investing and how it is not just an Earth Day phenomenon.
Climate change is one of the most pressing issues of our time. Today, it’s clear that investors are paying attention to its effects and building their portfolios accordingly.
What if you could control how your investment dollars are directed and support the values you cherish, be they respect for the environment, promoting diversity in the workplace, or improving the lives of others?
Responsible investing (RI) is most attractive as a strategy for higher performance by managing risk among high-net-worth investors. There has been a 200% increase in RI conversations between advisors and investors over the past year.
These themes and trends can lead to the best opportunities in sustainable investing this year.
In a surprise move earlier this week, Kirstjen Nielsen announced that she would leave her position as secretary of the U.S. Department of Homeland Security (DHS). She was confirmed to this post by the U.S. Senate just 16 months ago, on Dec. 5, 2017.
First quarter earnings season is upon us and for the first time since the second quarter of 2016, the S&P 500 Index will most likely report a decline in aggregate year-over-year earnings. Piling on, estimates for the second quarter are essentially flat and will likely be revised into negative territory if the downward trend continues. This sets up the possibility of back-to-back quarters of negative earnings growth or an “Earnings Recession” which typically does not bode well for the equity market.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client.
Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
April 15 marks the last day for individuals to file their tax returns, and many Americans could be looking at a different situation this year from previous years, thanks to tax reform that went into effect for 2018. Major elements of the Tax Cut and Jobs Act of 2017 include reducing rates for individuals and businesses, simplifying personal taxes, increasing the estate tax exclusion, and repealing the individual mandate for the Affordable Care Act.