by Steve Scott | Nov 17, 2016 | Financial Planning, Investing
You have investment goals. But you want to meet those goals while promoting the companies and causes you support. What you’ve just described is a loose definition of Socially Responsible Investing (SRI). And, contrary to popular belief, you don’t have to sacrifice...
by Steve Scott | Aug 2, 2016 | Economy, Investing, Markets
The historic news out of Washington, as it affects the world of finance and investments, is the Department of Labor’s passing of the Fiduciary Rule on April 6th, 2016. After a good deal of back-and-forth with the industry, rule makers at the DOL came to a final,...
by Steve Scott | Apr 18, 2016 | Retirement, Social Security
A modern-day Hamlet might ask…“To File, or Not to File (at age 62 for Social Security)…., that is the question!” What makes this question difficult to answer with any degree of certainty is that everybody’s situation is different. For instance, some people have...
by Steve Scott | Mar 29, 2016 | Economy, Financial Planning, Markets
Buying a home can be one of the most exciting times in your life, but it can also be one of the most stressful. If you are not prepared, your anxiety will likely be much higher. The problem is most people don’t know the first thing about buying a home and getting a...
