SMAs versus mutual funds
Which should you use for your financial goals? Mutual funds have been long been the choice for investors seeking professional money management. When you buy shares of a mutual fund, your assets are pooled with those of other fund shareholders, lowering costs and taking advantage of economies of scale. You gain professional money management, but […]
Why your mutual fund dropped on a day the market was up
On Monday, December 18, the Azzad Ethical Fund (ADJEX) made a capital gains distribution to all shareholders, which resulted in an adjusted net asset value (share price) that is lower than it was as of market close on Friday. This is something that all mutual funds do. ADJEX didn’t “tank,” so there’s no need to […]
Shareholders press Chevron to assess feasibility of policy change in light of Rohingya crisis
Burma-focused proposal asks Chevron to evaluate a policy of not doing business with governments engaging in genocide or crimes against humanity Falls Church, Va., Dec 18, 2017 – A group of investors has filed for the second time a shareholder resolution with Chevron Corporation focused on the persecuted Rohingya minority in Burma (Myanmar). The proposal asks […]
Investors say executive pay packages at pharma may incentivize drug pricing risks
In resolutions at five U.S. drug makers, investors request a review of compensation policies that may drive senior execs to ignore the long-term business risks of skyrocketing drug costs. Falls Church, Va., 12/14/17 – Investors today announced they have filed resolutions at five major pharmaceutical companies asking for information about how well executive pay incentives mitigate […]
Make your money work for you
If at age 25 you deposit $100 a month into a mutual fund with an annualized return of 10% a year, you’ll have about $640,000 when you’re 65. You’ll have deposited a total of $48,000 of your own money. On the other hand, if you procrastinate and wait until you’re 40 to start saving, you’ll […]
Understanding Charitable Lead Trusts
Looking for a smarter way to give? The charitable lead trust may be right for you. This video explains the advantages of setting up a CLT to benefit a preferred non-profit organization. NOTE: Consult a tax professional for advice specific to your situation.
10 year-end tax tips for 2017
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s […]
Stakeholders press energy companies doing business with Myanmar to address Rohingya crisis
Investors with more than $53 billion in assets sign letters calling for an end to ‘business as usual’ in light of military crackdown Falls Church, Va., 10/23/17 — A group of investors and stakeholders has called on energy companies doing business in Myanmar/Burma to reassess their dealings in light of that country’s brutal military crackdown […]
Health care investing in a ‘post-Obamacare’ world
President Trump announced on October 16 that the Affordable Care Act, commonly known as Obamacare, is “dead.” How should investors interpret this new level of uncertainty introduced into the health care system? First, it’s important to clarify that Obamacare is still the law of the land and that taxpayers will pay a penalty if they […]
Understanding Riba
Riba is a fundamental and often misunderstood term in Islamic finance. This video will help you learn what it is, where it is found, and how to avoid it.
