Topics Under Tag: "Calvert Foundation Notes"

financial advisors and local investing

What Do Financial Advisors Have Against Local Investing?

Angela Barbash | November 27, 2016

I was on a panel earlier this year at the ComCap conference in Portland, discussing how my colleagues and I manage to do what other financial advisors seem incapable, unwilling, or downright frightened to do. Audience members recounted tales of bringing this taboo investment subject up to their financial advisors, only to be rebuked, scolded, […]