Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

About 12.6 percent of all motorists, or one-in-eight drivers, do not have automobile insurance, according to the Insurance Research Council.¹ Having the misfortune to get into an accident with an uninsured motorist may have serious financial consequences, depending...
Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of...
Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2023, there were nearly 10,000 investing in a wide range of stocks, bonds, and other securities and instruments.1 At first glance, ETFs have a lot in common with...
Investing with Your Heart

Investing with Your Heart

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of socially responsible investing stretches as...