Wondering if bond investments should be an integral part of your portfolio? Below are some common questions regarding investing in bonds. What are bonds? Bonds are simply IOUs. By buying a bond, you are in effect, making a loan. In return, the borrower (or issuer)...
investment planning
Knoxville News Sentinel: How Does a Financial Planner Invest?
Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his...
Invest Like a Girl
While recently participating in a professional education conference, I attended a session on the subject of women and investing. Going into it, I expected a discussion around communication styles or financial planning needs that might be unique concerning female...
Socially Responsible Investing
Sustainable, responsible, and impact investing (SRI), which is a discipline that avoids or favors certain investments for moral or ethical reasons, has become big business, with an increasingly wide range of options for investors. SRI consists of three main parts:...