02 Apr
April 02, 2008

You may not always consider what your investments and values have in common.

Why not?

It is possible to a lign your investment strategy to increase financial return and social good. This is called “socially responsible investing” (SRI) and it looks at the “bigger picture” when building a portfolio.

Instead of just identifying profitability, socially responsible investors look for companies that bolster environmental responsibility, diversity in the workplace, product safety, and quality. Likewise, a socially responsible investor may opt to avoid investing in

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21 Mar
March 21, 2008

In my last entry, I spent time on a few savvy tricks that parents can use to educate their younger kids to be smarter about money. The idea is not so much to turn them into money-saving automatons, but to start a learning curve. This time we are going to move up the ladder to older kids (middle and high school age).

In a 2006, the JumpStart Coalition for Personal Financial Literacy surveyed 5,000 high school seniors; the survey tested their

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25 Feb
February 25, 2008

I have three sons, ages 8, 6, and 4.  Long ago, my wife and I agreed on trying to impart to them sound building blocks for their future. Like most parents, we want polite, well mannered kids that have good study habits, play sports, go to college, etc. Another important aspect (since it just happens to be my vocation) is the understanding of personal finance and making sound decisions about money. I truly think that a curriculum of

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