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  • Investors Find Sustainable Value through ESG Investors Find Sustainable Value through ESG

     A whole new era of responsible investment?

    A global survey of both institutional and retail investors sponsored by State Street Corporation (NYSE: STT) found that traditional obstacles to environmental, social and governance (ESG) investing are fading, while one significant barrier remains: the lack of transparent, standardized and quality data. read more
  • Markets Stumble…What Does Data Say? Markets Stumble…What Does Data Say?

    Washington may have finally caught the market’s attention

    Last week, all four of the indexes we discuss in these market updates saw their performance stumble. The S&P 500 lost 1.44%, the Dow was down 1.52%, the NASDAQ gave back 1.22%, and the MSCI EAFE declined 0.07%. read more
  • Five Myths of International Investing Five Myths of International Investing

    The reality behind some common misconceptions that may be keeping investors out of international stocks

    While many investors have taken advantage of the six-year rally in U.S. stocks, they may have overlooked attractive opportunities overseas. read more
  • Blockchain’s Benefit for Insurers Blockchain’s Benefit for Insurers

    Begin Planning for The Next Blockbuster Technology

    Bitcoin has changed the money transfer process, but it’s likely that the technology behind the currency, blockchain, will have the greater impact. read more
  • Don’t Fall Prey to Financial Scams Don’t Fall Prey to Financial Scams

    Your clients can protect themselves from tax and financial scams

    Being contacted by the Internal Revenue Service can cause concern for any taxpayer, but imagine receiving a telephone call and hearing this... read more
  • Parents Are Likely To Pass Down Good And Bad Financial Habits To Their Kids Parents Are Likely To Pass Down Good And Bad Financial Habits To Their Kids

    Allowing kids to manage their own money encourages saving money and telling the truth about how money was spent

    T. Rowe Price's 2017 Parents, Kids & Money Survey, which sampled 1,014 parents of 8 to 14 year olds nationally and their kids, analyzed parent attitudes and behaviors that were associated with kids' financial habits. read more
  • Bearish Colors Bearish Colors

    Financial Stocks on Investors' Radar -- HomeStreet, Columbia Banking, Reinsurance, and Cowen

    On Thursday, benchmark US indices were in bearish colors as the NASDAQ Composite closed the trading session down 0.07%; the Dow Jones Industrial Average edged 0.02% lower; and the S&P 500 was down 0.11%. US markets saw a mixed session as 4 sectors closed in green, 4 sectors finished in red, and 1 sector ended flat for the day. read more
  • Tracking the Elusive (and Vanishing) Middle Class Tracking the Elusive (and Vanishing) Middle Class

    Research Reveals Concerns About the Future

    A new report, released by LIMRA and Maddock Douglas, shows that the 68 percent of consumers who identify as middle class feel it is getting harder to be able to live a middle class lifestyle. read more
  • Stock Market vs. Fixed Income in the 21st Century Stock Market vs. Fixed Income in the 21st Century

    Look before you leap (to assumptions)

    The following is a superficial, Wall Street style, analysis of two hypothetical portfolios starting out at the turn of the century... roughly 17.25 years ago. read more
  • Record Numbers of U.S. Households Achieve Millionaire Status in 2016 Record Numbers of U.S. Households Achieve Millionaire Status in 2016

    Wealth migration based on net worth

    The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), increased by 400,000 to reach a record 10.8 million in 2016, according to Spectrem Group's Market Insights Report 2017. read more
  • Fraud Is Not A Cost of Doing Business Fraud Is Not A Cost of Doing Business

    And emerging-tech is here to prove it

    by Karen Pauli

    Fraud has long been a significant problem for the insurance industry – actually since the very beginning of insurance at Lloyd’s coffee house. read more
  • Many Americans Are Stressed About Retirement, But Aren’t Taking Steps to Prepare Many Americans Are Stressed About Retirement, But Aren’t Taking Steps to Prepare

    Only a relatively small share of workers are actually doing any formal retirement planning

    Many American workers today are feeling stressed about retirement and are not taking steps to prepare for it. And those feeling stressed have lower levels of retirement confidence and are less likely to feel financially secure... read more
  • Caregivers Are Also Victims in Cases of Elder Financial Abuse Caregivers Are Also Victims in Cases of Elder Financial Abuse

    Data Uncovers Hidden Financial, Emotional Toll for Caregiving Community

    A new study from Allianz Life Insurance Company of North America (Allianz Life®) revealed that elder financial abuse has a profound financial impact on the caregivers of those who are victimized. read more