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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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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025