Blog

When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider the impact your money has on the world. Ethical investment strategies seek to balance these two concepts.

Weekly Market Commentary

March 30, 2020

The Markets

The United States set some records last week.

As I write this blog post from home while “social distancing,” the world is in the throes of the coronavirus COVID-19 pandemic. Stock markets are crashing. Well-laid-out plans years in the making are changing (my own wedding date scheduled for May 22nd is looking increasingly doubtful). Well-laid-out financial plans may also be impacted.

After a strong start to the year, stocks stumbled and finished the month in negative territory amid concerns over the outbreak of Coronavirus,

Weekly Market Commentary

March 23, 2020

The Markets

The coronavirus (COVID-19) continued to spread across the United States last week.

On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41 deaths. Last Friday, March 20, the numbers had increased to 15,219 cases and 201 deaths.

Weekly Market Commentary

March 16, 2020

The Markets

Last week was one for the history books.

Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 countries, and the death toll exceeded 4,000 people. On Friday, the Centers for Disease Control (CDC) reported 46 states and the District of Columbia have been affected, so far. As of Friday, there have been 1,629 confirmed and presumptive cases and 41 deaths.

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.

Weekly Market Commentary

March 9, 2020

The Markets

Last week, market volatility reached levels that make many investors uncomfortable.

On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may have been reports that ‘Group of Seven’ (G7) finance ministers and central bank governors were meeting via conference call on Tuesday. French Finance Minister Bruno Le Maire indicated the discussion would lead to coordinated monetary efforts to address economic issues related to the coronavirus, reported Reuters.

Sally and Jeanette Ng are a mother/daughter team with The Wealth Consulting Group (WCG) in Walnut Creek, CA. Their success was highlighted by LPL in May 2019 for thriving in their independent practice  <Read the article here>. They are independent financial planners who focus on developing individualized financial plans, with the majority of their clients preparing for retirement.

For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that specifically eschew certain harmful or toxic behaviors.