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The latest trend in investing is ESG. ESG stands for Environmental, Social and Governance. About 25% of every investing dollar these days is going to ESG strategies. More than just a version of socially responsible investing, ESG is a broader … Continue reading
The stock market has declined over 10% due to fears over the economic impacts of Covid 19, aka the new coronavirus. While that number isn’t such a severe reaction – we were down 20% just as recently as the fourth … Continue reading
So one thing to remember is that we don’t have that many historical opportunities to study, as we try to answer this question. Incidents include SARS, Ebola, Zika, and bird flu. Each of these produced a temporary decline in stocks … Continue reading
We recently worked with a client who asked us how she should choose her personal representative. The PR carries out instructions in a will. (An executor is for all intents and purposes identical to a PR.) We realized that this … Continue reading
The Oregon State legislature has decided to limit the tax benefits of contributing to an Oregon 529 College Savings Plan. The new rules go into effect in 2020: Instead of a tax deduction, which counts against your income, there will … Continue reading