Sustainable Investing

As consumers continue to raise expectations of being social responsibility for our planet, they have also become very aware of companies that are socially aware and taking responsibility for their environmental impact.  Early on, companies taking an active role in being environmentally conscientious tended to be small with products or services that were difficult to…

Terminology: Exchange Traded Funds

An ETF is a security that tracks an index, commodity or a basket of assets. Each ETF has a preselected collection of stocks or bonds. ETFs are less costly than purchasing mutual funds or even buying individual stocks. Each time you buy or sell an individual security you pay trading costs, while an ETF is…

Are We Listening?

In today’s society, people are constantly bombarded with messages telling them what they need and why they need it. Whether through the media or advertisements (via billboards, print, online, TV, etc.), our culture has become unphased at being talked at, rather than listened to. Yet, it is critical that service providers really listen if they…

Recent Drop of the Dow

  Market pullbacks never feel good but are required for a healthy market. The first pullback this year was in February. Since then, the market has recovered and moved higher. It is not easy to see a dramatic drop in the market, especially in such a short time period. Part of the reason for this…

Looking Back to Look Ahead

  Looking Back at September Overall, the economy is doing well.  There does seem to be one spot that we would like to focus on this month:  The Housing Market. Looking at the data on Housing for the month of September, it appears to be taking a different direction from the rest of the economy. …

October LSF FLASH

The last month has been a wild ride on Wall Street with continued volatility. We anticipate this to continue as the market reacts to actions by the Federal Reserve, earnings reports, global events, economic influences and the pressure of year-end sell off activities by fund managers.…Click here to read more