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Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of their purchase. Similar to the Fund Facts document for mutual funds, the ETF Facts discloses key information […]


Is ‘socially responsible investing’ just a trend, or a profitable and smart way to invest? Are the concepts of making money and making a positive impact mutually exclusive? While people generally want to do good, there is also the desire to maximize returns from investments. Here are the basics on what makes an investment socially responsible, and why it’s here to stay.


One of – if not the – hottest finance topics in 2017 was cryptocurrencies. Bitcoin (BTC), Litecoin (LTC), and Ether (ETH) were some of the top contenders…


They’re the biggest part of the workforce today, but they aren’t investing in their future. What can financial professionals do to change that?