Category: Financial Planning
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Navigating Risk and Opportunity: Why Sustainable Investment Funds Offer a Safe Haven in a Volatile Market
In today’s ever-changing financial landscape, individual investors actively seek ways to shield their portfolios from market volatility. With mounting concerns about inflation and geopolitical instability, the factors fueling market uncertainty are multifaceted and far-reaching. While traditional investment strategies may expose investors to these shifts, sustainable investment funds confidently offer a robust alternative that delivers both…
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What Is the Right CNote Financial Solution For You?
When it comes to aligning your financial goals with your values, CNote offers a variety of Solutions* to fit different needs. Whether you’re seeking liquidity, low-risk cash management, or are comfortable with a longer-term fixed-income investment, there’s a CNote solution designed for you. Understand Your Financial Goals Before deciding on a CNote product, it’s important…
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Voting With Your Money: Investing In What Matters Most This Election Season
With the upcoming election on the horizon, many investors are re-evaluating their portfolios, not just for potential market fluctuations but for something more significant: aligning their investments with their values. The idea of “voting with your money” has gained traction in recent years, encouraging people to consider how their financial decisions reflect their personal beliefs…
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A great discussion on the state of income inequality, financial markets and monetary policy
When one of the world’s most successful investors says The World Has Gone Mad and the System Is Broken, you listen. That’s exactly what Ray Dalio did in a piece published on LinkedIn just a few days ago. We’ve summarized his views and shared an interview that further colors his viewpoints. Mr. Dalio’s views summarized…
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Ignoring The Tired Tropes of Personal Finance
Recently you’ve probably seen headlines about how you could be a millionaire if you just stopped buying coffee, eating out or paying for a gym membership. There’s merit to being mindful about your spending, but recently some of the claims coming out of the personal finance world appear to be more focused on click-baity headlines…
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CNote & HIP Webinar Recording: Income + Impact, Investing in Volatile Times
On February 27, 2019, CNote co-hosted a webinar with HIP Investor that was moderated by Sonya Dreizler of Solutions with Sonya. The presenters highlighted some of the investment options currently available, tools for measuring impact, and some unique advantages that come with an impact investment strategy. CNote’s CEO, Catherine Berman, presented for CNote and answered…
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What Is Investment Risk & How Does It Impact Your Investment Planning?
Note: This is a guest post was authored by Sahil Vakil, CEO of MYRA Wealth. MYRA Wealth provides personal finance services for international and multicultural families in the United States. What is investment risk, what shape does it take and how does risk affect your personal financial planning? Investment risk is a complex topic, but every investor…
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When the Federal Reserve Raises Rates What Does It Mean For You?
If you’ve tuned into financial news at all lately, no doubt you’ve heard that the United States Federal Reserve has continued to slowly but steadily “hike” the interest rate. In September 2018, the third of four planned increases on the year resulted in an effective interest rate in the range of 2.00%-2.25%, the highest since…
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Financial Quick Tip: Understanding The “Real” Return on an Investment
How Inflation Impacts Your Investment Returns The goal of investing is always to end up with more money than you started with. But what if a positive return on investment does not actually increase your overall wealth?
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What The Best Investors Say You Can do to Prepare for a Market Downturn
It’s Been a Great Run, is it Almost Over?