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The Chart Room

You Can Use Jack Bogle’s Investing Strategy, Keep a Socially Responsible Focus

If a focus on ESG investing is of interest to you, this recent article written by Lorie Konish for CNBC.com might be worth a read.  In the article, she compares current ESG investment options and how they align with the investment approach put forward by Jack Bogle.

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When History Rhymes

Managing Director of the IMF, Christine Lagarde, offers readers of the IMFBlog the opportunity to compare the world at the turn of the last century with our society today.  Are there similarities worth noting?  Have we learned from the past?

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The Market’s Been Falling. I’m Putting My Money in Stocks Anyway

What to do when stock prices fall?  In this recent opinion piece for the New York Times, Jeff Sommer offers his suggestions.

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Passive Beats Active Management

Writing for the London Business School Review, Professor Steven Schaefer weighs in on active vs. passive investment management.  To analyze the topic, he highlights his 2017 conversation with Nobel Prize winner Professor Eugene Fama, which took place at the London Business School’s 3rd Annual Insight Summit Conference.

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Hearts, Minds and Money: Maximizing Charitable Giving

Why do people give to charity?  How do people choose which charities to support? Knowledge@Wharton recently interviewed Wharton Professor Deborah Small regarding her current research on charitable giving.

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How To Avoid A Shark Attack

What does a shark attack look like for an investor?  How can one safely navigate through rough seas to obtain financial goals?  Are sharks circling now? Jeffrey Kleintop, CFA, Senior Vice President, Chief Global Investment Strategist for Charles Schwab recently addressed this topic for Schwab’s Market Commentary. 

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Money Habits Are Set by Age 7. Teach Your Kids the Value of a Dollar Now

Author and finance commentator Beth Kobliner recently teamed up with Making Sense on the PBS NewsHour to look at financial habits and the importance of financial literacy.  According to Kobliner, parents should make conversations about money part of everyday dialogue from as early as age 3.

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How to Invest With a Conscience (and Still Make Money)

Impact investing is an often-discussed topic for many investors.  Writing for the New York Times, Paul Sullivan shares the wisdom of those individuals and organizations who are shaping the future of social investing.

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3 Investing Mistakes to Avoid

The recent turbulence in the markets can put an investor on edge.  How should one navigate choppy waters? Ben Johnson, CFA offers his advice in this recent article published by Morningstar.com

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Helping Women Over 50 Face Their Financial Fears

This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

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