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Is Socially Responsible Investing Really Worth It?

According to Wikipedia, “Socially responsible investing (SRI), also known as sustainable, socially conscious, green, or ethical investing, is any investment strategy which seeks to consider both financial return and social good.” The idea of promoting social good through investment selection has been around for a long time, but gained...



The One Thing Your Rental Property Won’t Provide

With housing prices and rental rates reaching unprecedented heights in the Bay Area right now, it’s tempting to grab any spare cash you have and throw it at the first condo or house you can afford to buy. Indeed, the majority of residential rental property owners I’ve met over...



How to Beat the S&P 500 Using Mutual Funds

Despite the large number of mutual funds and ETFs that invest in equities, there are really only three primary strategies each of them follows. Let’s say you want to invest in the asset class comprising large cap U.S. stocks, whose benchmark is the S&P 500 index. You can invest...




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Palo Alto, CA 94303

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