Stocks and Bonds

Impact Investing Survey Results

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SURVEY: 2 OUT OF 5 FINANCIAL ADVISORS SAY THEY ALREADY OFFER “IMPACT INVESTING” TO CLIENTS, ANOTHER 15 PERCENT PLAN TO DO SO Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices COLORADO SPRINGS (October 28, 2015)—“Impact investing” is a hot topic in the financial world today. … Read more

Offshore Investment Diversification and Specialization

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Both diversification and specialization have a proper place and function for anyone — not just investors and speculators — who depends on an asset’s income stream or capital value. What’s comfortable for one person may be inappropriate for another. However, there are generalizations worth considering. Let’s start with a few fundamental economic facts. Man has … Read more

Saving For Retirement: What You Need to Know About 401(K), Traditional IRA and Roth IRA Plans

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10 Useful Resources for Investors who are Saving For Retirement WASHINGTON, D.C. September 30, 2015 – At a time when nearly one of three U.S. households have $0 saved for retirement, the nonprofit Alliance for Investor Education (AIE) is making available “Saving For Retirement: What You Need To Know About 401(k), Traditional IRA and Roth IRA … Read more

Road Map For How the Crash Will Play Out

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Q: Graham Summers, the Chief Market Strategist, at Phoenix Capital Research, has submitted an article: A Road Map For How the Crash Will Play Out (see: excerpt below). It has been republished by Zerohedge: http://www.zerohedge.com/news/2015-09-01/road-map-how-crash-will-play-out Do you agree with the analysis related to the above statement by Graham Summers? A: This article is definitely worth … Read more

Dash for the Stash Investor Education and Protection Program

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2,000 PARTICIPATED IN “DASH FOR THE STASH” INVESTOR EDUCATION AND PROTECTION PROGRAM IN LIBRARIES IN FIVE STATES AND D.C. $1,000 Contributions Provided to Six Participants in “Scavenger Hunt”-Like Contest Organized by Investor Protection Institute and State Securities Agencies. WASHINGTON, D.C. – August 20, 2015 – A total of 230 public libraries and other locations in … Read more

Conflicted Advice from Brokers According to Public Investors Arbitration Bar Association

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ATTORNEY REPRESENTING 500+ INVESTORS IN CONFLICTED ADVICE CASES: HOLD BROKERAGE FIRMS RESPONSIBLE FOR FIDUCIARY DUTY THEY ALREADY TELL INVESTORS THEY HAVE Public Investors Arbitration Bar Association President Cites Examples of Near Retirees Victimized by Industry Practices that Department of Labor Rule Would Bar WASHINGTON, D.C. – August 11, 2015 – The U.S. Department of Labor … Read more

S&P 500 Foreign Sales Report

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NEW YORK, July 15, 2015 /PRNewswire/ — S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading index providers, announced today that, for S&P 500® companies with full reporting information for 2014, the percentage of sales from foreign countries increased after five years of stagnation. According to S&P DJI’s annual S&P 500 Foreign Sales Report, … Read more