How Little May Make it Big: Microloans for the Middle Class
Potentially risky microloans aren’t for all investors, but they may help some investors diversify their accounts and given the potential for consolidating (and getting out from under) credit card debt, they may also help a lot of middle class would-be borrowers.
Socially Responsible Investing, Update
Socially Responsible Investing, such as ESG Funds, continues to show strong performance. Here’s an update on how the SRI market has faired since our last post in 2017.
Fiduciary Services Rules 3(21), 3(38), and 3(16): What Does It All Mean and What Do Your Clients Need to Know?
The intention behind ERISA was to ensure that those who manage retirement plans do so to benefit the plan participants and make good choices about investing. Those drafting the law defined certain individuals involved with retirement plans as fiduciaries to impose the duties of prudence and loyalty, specifically those regarding revealing conflicts of interest, on those involved in advising retirement funds.
