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More and more, clients want to see socially responsible investments in their portfolios. Fortunately, there is a wealth of indexes, screens, and investment vehicles that can accommodate clients' concerns. Here is how to add a "green" overlay without compromising the portfolio or the client's long-term objectives.
As doubt over the future of oil prices abounds, some firms and investors are banking on the prospects of alternative energy.
For a growing number of investors, principles are taking precedence over performance. A recent Wharton study takes a new approach to the question "At what cost?"
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025