Advisors

If you’re looking in your 401(k) plan for investments that back clean energy or gender and racial diversity, you may have a tough time finding them. A recent survey from Natixis Investment Managers finds that many workers would be more likely to save for retirement if their employer-sponsored retirement plan offered socially-conscious investments. Of the
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S&P Dow Jones Indices, a unit of S&P Global Inc., is launching an environmental, social and governance version of its S&P 500 Index in an effort to meet increased investor demand for impact-investment products based on U.S. equities. In the coming months, S&P DJI will also launch a global family of ESG indices based on
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When investors are deciding where to stash their cash for retirement, there are several options. Americans rely more and more on saving in their employer-sponsored 401(k) plans — which are heavily funded by tax-deferred salary deferrals from the employee and tax-deferred employer matching contributions. Once employment ends, these 401(k) plan accounts are often rolled over
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President Donald Trump loves climate-wrecking coal and hates the climate-saving Paris Agreement. Meanwhile, forward-looking impact investors hate the problems of burning coal and its financial downside – and love portfolios of companies and funds pursuing climate solutions, which can have stronger returns. This love-hate split has motivated investors – and eco-focused ESG investment funds —
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Despite the hefty price tag, there’s a piece of good news about retirees’ health-care costs: They aren’t rising as quickly as they were even a few years ago. A healthy male-female couple retiring at age 65 in 2019 can expect to spend $285,000 on health-care expenses in retirement, according to Fidelity Investments’ annual analysis, released
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Economic and demographic shifts are making life insurance and annuities more attractive options for fixed income, financial advisors say. “In a typical 60/40 portfolio, because bond returns are at a 50-year low, I’m seeing people moving funds from bonds to either life insurance or income annuities as a substitute,” said Tom Hegna, an insurance industry
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Award-winning actor Leonardo DiCaprio is signing on for a new role: investor and advisor to an environmentally friendly financial company. The company, named Aspiration, is working to provide consumers with a socially conscious alternative to traditional banks. “Each year, $100 billion worth of pipelines, drilling and other fossil fuel-extraction projects are funded with money deposited
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Reports of Americans being unprepared for retirement have become so widespread that it no longer seems to elicit any emotional response. The Employee Benefit Research Institute found that 40.6 percent of all U.S. households (where the head of the household is between ages 35 and 64) are projected to run out of money in retirement.
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