Stocks With Low ESG Risk Look Undervalued That’s a sharp contrast to 2022. Leslie P. Norton Feb 15, 2024
A New Way to Address Racial Inequity Through Investing During Black History Month, Nia Impact Capital’s Kristin Hull discusses the power of the proxy. Leslie P. Norton Feb 9, 2024
The Financial Advisor Nurturing the Next Generation of Young Black Professionals Martin A. Smith runs a robo-advisor with a goal of supporting HBCUs. Charles Keenan Feb 5, 2024
This ETF’s Mission Helps Those in Poor Neighborhoods Build Homeownership How investing in mortgage-backed securities can create equity and chip away at the wealth gap. Leslie P. Norton Jan 26, 2024
How to Find Funds That Address Systemic Racism and the Wealth Gap Consider what tools you can use to create change. Jon Hale Jan 26, 2024
Polluting Firms Earn Higher Returns But these low-scoring ESG stocks carry greater risks. Larry Swedroe Jan 24, 2024
Are Labor Unions Bad for Business? Making the case for General Motors stock despite near-term UAW challenges. Adam Fleck, CFA Oct 25, 2023
Aging Population Affects Economic Growth but Not Stock Returns Don’t let demographic forecasts influence your asset-allocation plan. Larry Swedroe Oct 23, 2023
Beware of the ESG Risks in These 8 AI Companies A look at which companies are best positioned to navigate an AI-based future. Adam Fleck, CFA Oct 11, 2023
Measuring ESG Risk in 3 Undervalued Small-Cap and Emerging-Markets Stocks The Morningstar Sustainalytics ESG Risk Smart Score is a first stop for hard-to-research companies. Adam Fleck, CFA and Alexander Dobrinevski Sep 13, 2023
As UAW Strike Looms and Labor Unrest Surges, Risks to Portfolios Grow Strike threats should be a ‘warning flag’ for investors. Leslie P. Norton Aug 29, 2023
UAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is Possible We are more concerned since we see some of the union’s demands as unfeasible. David Whiston, CFA, CPA, CFE Aug 28, 2023
How Much Money Do You Need to Be Happy? You might be a part of the ‘cult of never enough.’ Jess Bebel Aug 10, 2023
Manisha Thakor: Finding Your Enough The author and financial educator on why we shouldn’t let our finances and accomplishments define us—and what we can do instead. Christine Benz and Jeffrey Ptak, CFA Aug 8, 2023
The Unintended Consequences of Managing ESG Risks Sustainability credentials don’t justify poor diversification. Daniel Sotiroff Jul 25, 2023
What the Hollywood Strikes Mean for Your Investment Portfolio How actors picketing with writers could affect media stocks, human capital risk, and unionization. Francesca Campo Jul 14, 2023
The Politicians Who Oppose Investment Freedom They would impose their views on others. John Rekenthaler Jul 3, 2023
What the U.S. Supreme Court’s Affirmative Action Ruling Means for Company Diversity Programs Expect more lawsuits. And without diversity programs, how will companies draw workers? Leslie P. Norton Jun 30, 2023
The Greatest Wealth Transfer in History Is Here. Who Will Benefit? New York Times reporter breaks down the economics of the upcoming generational wealth transfer. Jess Bebel Jun 23, 2023
Obstacles the LGBTQ+ Community Faces When Seeking Financial Advice LGBTQ+ clients desperately need high-quality advisors they can trust. Sheryl Rowling Jun 22, 2023