It has been almost two years since Tony and I formally embarked on a mission to educate and free teachers from expensive and inappropriate investments in their 403(b) accounts. Our main message has been buyer beware. A teacher, Chase Malia, has taken it a giant leap forward – proposing Resolution #41 to his union, NYSUT, which would affect all of the members, not just his district. The union acted to approve the resolution, which will protect members from financial predators by: Educating Read on...
Archives for May 2018
When Values and Investing Align
Scott Dauenhauer, Tony and I caught up with Joey Fishman, Ritholtz Wealth Management's ESG expert on the Planning to Teach and Retire Rich Podcast to discuss ESG and sustainable investing. In a climate of less government regulation, some companies are taking a stance on environmental, social and governance issues to reflect their missions/values. Investors, too, have become increasingly interested in where their money gets put to use and this is creating an opportunity for asset managers who Read on...