Sustainable & Responsible Investing

Sustainable and Responsible Investments (SRIs), also notably referred to as impact investing, is a strategy where investors allocate money directly into companies and causes that have positive contributions and impact to community and society. You may be thinking: don’t most companies in our communities have a positive impact!? Perhaps. Impact investing , also known as […]

Mutual & Exchange Traded Funds

Mutual Funds are one of the most popular and widely used investment products (vehicles) within the United States (U.S.). There are over seven thousand mutual funds circulating worldwide and over six thousand Exchange Traded Funds (ETFs) since their inception in the early 1990’s. In this section, we will learn more about what Mutual Funds and […]

Commodities & Derivatives

Understanding Commodities Most commodities are raw materials, basic resources, agricultural or mining products, such, or grains. Commodities can also be unspecialized mass-produced products such as chemicals and computer memory. Commodities are most often used as inputs in the production of other goods or services. The quality of a given commodity may differ slightly, but it […]

Bonds

A bond is a type of debt instrument. Debt and bonds are also known as fixed income given their structure where the issuer (borrower or debtor) is required to pay to the investor (lender) the amount borrowed plus interest which is based on the interest rate over a predetermined or fixed amount of time. Think […]

Stocks

Understanding Stocks Stocks represent ownership in a company. An individual who owns stock is also known as a shareholder or stockholder.  An individual who buys stock is hoping to participate in the future profits of a company in order to generate wealth through investing. While shareholders are considered part owners of a company, stocks do […]