Financial News

We are proud to announce that our very own Tim Roark was announced as The Education Foundation of Alachua County’s Take Stock in Children program 2020 Mentor of the Year! The Education Foundation writes: The Education Foundation of Alachua County’s Take Stock in Children program is excited to introduce Tim Roark as its 2020 Mentor…

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Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now account for about one-fourth of all professionally managed U.S. assets.​ 1 Surveys…

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According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough, 19% didn’t contribute enough to an emergency fund, and 10% wish they had saved more for college.​1 The saving conundrum…

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