News & Blog

Business

Green Energy Bonds

As the name suggests, a Green Energy Bond (“green bond”) is a fixed income instrument that is earmarked for climate and environmental projects, typically issued by a corporation or government agency. Green bonds function similarly to traditional bonds, except the funds are publicly slated for sustainability-focused uses, which are formalized in a “framework” developed by the issuer.

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Business

Climate Impact Bonds

What type of investment provides stable returns, reduces greenhouse gases, protects ecosystems, and encourages the shift to renewable energy? Impact bonds – more specifically, climate impact bonds.

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Business

The U.N. Sustainable Development Goals

In 2015, world leaders representing the 193 United Nations Member States created and agreed to a list of 17 Sustainable Development Goals (SDGs) and aimed to achieve them by 2030. The chief aims of the SDGs are to end poverty, ensure prosperity, and protect the planet, all on a global scale.

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Finance

Inflation in 2021

Inflation is too much money chasing too few goods. It is a measure of the rate of rising prices in goods and services in an economy.

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Planning

Saving for Retirement and College- How Roth IRAs Can Do It All!

College tuition is a lot more expensive than it was just a few decades ago. Families around the country appreciate that earning a degree without massive student loan debt is a feat that takes years of planning and diligent saving. The reality that college cost increases outpaced inflation over the past several decades is not lost on parents or grandparents with college-aged children….

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Finance

Community Investment Notes

With the dramatic increase of attention around ESG and similar investing approaches, more and more products are becoming available to those seeking financial returns, as well as social or environmental outcomes. Although the vast majority of these products are equity-based (stocks and mutual funds), there is an increasing number of investors looking for equally impactful investments in fixed income. For most, Community Investment Notes may be the answer.

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Planning

Cash Value or Term Life Insurance – Which is Best for Establishing Legacies and Protecting Your Loved Ones?

The odds are that your idea of a good time does not include shopping for life insurance. As depressing as thinking about your death may be, studies show that everyone dies! Life insurance is a great way to make sure that you leave a legacy, rather than a burden to the people you love. Deciding whether a cash value policy or a term life policy best suits your needs is the first meaningful decision you will need to make when shopping for life insurance plans. If you find yourself stuck in the middle of this debate, here are some things to consider.

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