Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define…

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As the United States desperately tries to flatten the contagion curve for the coronavirus, many state governors have mandated the closure of an unprecedented number of businesses and issued stay-at-home orders to their citizens. The global pandemic is wreaking havoc with the markets and causing concern among many investors. Dealing with market volatility during uncertain…

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A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or…

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investment-management-principles w MultiGen Wealth Services

Whether you are a seasoned portfolio manager or a novice investor, it is important to plan carefully and utilize the principles of investment management. This simply means that you have to make wise financial decisions in order for your investments to be successful and following investment management principles is a great way to get there.…

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Investment Management

You’ve worked hard through your career, setting aside money for savings and investments. Now that you have funds in the bank, the next step is to grow your wealth through investments to prepare for your future. With current low interest rates on savings, cash simply kept in the bank will lose value to inflation. However,…

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