Financial Planning

Values-Based Investing Gaining Steam, Data Shows

Values-driven investing is gaining steam in the money management industry.   The number of investment products focused on environmental, social and governance factors has risen steadily in the last seven years, according to data provided by Morningstar, climbing to 277 total funds as of Oct. 31, 2013, from 199 in 2007.   "There is real investment infrastructure being built...

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Ron Cordes Introduces the Global Impact 50 Index

You have to have a lot of energy to keep up with Ron Cordes. I met him last week in midtown Manhattan as he was preparing his presentation for the Clinton Global Initiative (CGI), the global philanthropic organization, founded by President Bill Clinton, that brings together governments, businesses and nonprofit organizations to seek answers to...

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Financial Planning: Good Deeds, Done Well

There is an old adage that says if you give a man a fish, you feed him for a day. If you teach a man to fish, you feed him for a lifetime. Spend some time with Olive Wolimbwa of Buyobo, a town in Uganda, and you take it one step further: If you teach...

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