Planned Giving Goes Further

by Tom Brown on
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There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Why Financial Literacy is Important

by Tom Brown on
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Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

ESG Entering the Mainstream

by Ramasubramaniam, CFA, Envestnet PMC on
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Funds that focus on environmental, social, and governance (ESG) advancement attracted about $8.9 billion worth of net inflows during the first six months of the year, according to data from Morningstar. That is more than a...

Beta Shifts, P/E, and a New “New Normal”?

by Beau Noeske, CFA, VP, Senior Investment Analyst, Envestnet PMC on
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We learned in Finance 101 that beta is a metric designed to gauge sensitivity. A stock with a beta of 1.50 relative to the S&P 500 Index should, on average, gain or lose $1.50 for every $1 gained or lost by the index. Growth stocks, which often have relatively high...

September Monthly Recap

by Alfie Manuel, Investment Analyst, Envestnet PMC on
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September lived up to its reputation of being one of the most eventful months of the year, from both a monetary policy and geopolitical headlines perspective. Political discord, trade rhetoric, and the Federal Reserve’s (the Fed) policy comments on...

What Are Your Planned Giving Options?

by Tom Brown on
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Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with...

The Key to Dividend-Paying Stocks

by Ali Vitale, AVP, Portfolio Manager, Envestnet PMC on
Investors traditionally have had an appetite for yield. Sitting back and collecting a quarterly payment from doing nothing more than making an initial investment is attractive, especially to retirees or those depending on a consistent stream of cash flow. Dividend investing not only offers a...

How to Create a Financial Plan

by Tom Brown on
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Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

Keeping it 100

by Eric Halverson, AVP, Investment Analyst, Envestnet PMC on
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Stop for a moment and imagine the year is 2100, the world has been fossil-fuel free for two decades, flying cars are at the cusp of attaining commercial viability, and Wall-E 1.0 has just been released. And now remember your government still has...

Video: How to Pay Off Your Debt

by Tom Brown on
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Debt can be a useful tool in your financial planning toolbox. Debt allows you to purchase homes, cars and education while spreading the payments out over many years. It is very important to utilize your debt wisely or else you can find yourself in a difficult financial situation. Here are some helpful tips about how to pay off your debt.

Home of the Brave

by Cynthia Crandall, CAIA| VP, Senior Investment Analyst, Envestnet PMC on
On the morning of September 14, 1814, Francis Scott Key penned the first verse of The Star Spangled Banner on the back of a letter as he watched with pride as a group of US soldiers raised the American flag over Fort McHenry a day after...