Good Financial Reads: Investment Education

2 min read
July 29, 2022

Investment Education

Contextual Finance - or Why Benchmarks are Important

by James Bradley, Penobscot Financial Advisors

People who have been on earth at least as long as I have will recognize the riff off the king of the one-liners, Henny Youngman.  More on Henny later, but I think this joke hits the nail right on the head. While we can measure an ‘unmeasurable’ number of variables in finance, it’s impossible to come to a conclusion about the quality of those data unless we have something to compare them to.

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ESG Investing Explained! 3 Sustainable Investing Strategies

by Alvin Carlos, District Capital Management

Do you care about social justice and the environment? Are you wondering how you can incorporate these values in the way you invest your money and your retirement savings? This is where sustainable investing comes in. It allows you to invest in a way that aligns with your beliefs and core values. It’s something more people are starting to think about. In this blog, we are going to explore sustainable investing in depth, including the 3 most popular sustainable investing strategies.

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What's In A Fund Prospectus?

by Massimiliano De Santis, DESMO Wealth Advisors

You have seen it in the footnotes of any marketing materials: “Please read the prospectus carefully before investing.”  Going through one is not very enjoyable given the legalese in which they are written. However, there is quite a bit of useful information, so if you have never read one, I suggest you do.  It can help you discern whether a fund is active or passive, gives you estimates of the cost of investing, and help you decide whether the fund should be in your portfolio, or at least weed out funds that should not be. 

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.