Millennial Investors: Determined to Make an Impact

Investment Management
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This investment insight discusses how Millennial investors are reshaping the world.   Millennials have now surpassed Baby Boomers as the nation’s largest demographic segment. Also the most diverse generation since the early 20th century, Millennials believe they will make a global difference. Millennial investors have developed a distinct passion for championing equality, social justice, and care

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Does Diversification Still Matter? More than Ever

Tony Roth |
Investment Management
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 Learn why a diversified portfolio can help investors achieve their long-term goals.  Two harsh realities threaten to compromise most investment objectives: first, markets are unpredictable and, second, investors can sometimes be their own worst enemies. A well-diversified portfolio seeks the highest potential return while striving to manage a given level of volatility. Goals, markets, and

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Investing in Socially Responsible Mutual Funds

Clyde Kessinger |
Investment Management
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Investing according to one’s conscience means finding a fund that matches both your social concerns and investment needs. There are a host of different socially responsible mutual funds that use specific ethical criteria. Most socially responsible mutual funds focus on four specific areas: community, environment, employees, and diversity. In order to construct a profitable portfolio, performance

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