Topic

Fiduciary Impact

4th Quarter

October marks the last quarter of 2020. Despite the circumstances,…

Managing Total Risk

When I started Bay Street, I wanted to make sure it was clear to clien...

Investing Through the Lens of History

Bay Street’s statements are not an endorsement or a recommendation to ...

Understanding Retirement Plan Fees

To register for our May 9th webinar, click here.

Lens of History Fund 270-Day Performance

Hey prudent investor, Bay Street’s total fund appreciated by $400,599 ...

Lens of History Fund April 2020 Performance

Bay Street’s total fund appreciated by $400,599 from 4/1 to 4/30. We a...

LOHF & Understanding Opportunity Zones

Hey prudent investor, This week’s commentary highlights investments in...

Bay Street Performance Year to Date

Good afternoon everyone, Today, once again, the market is trending dow...

“G” IS JUST ONE PART OF THE ESG STORY

When it comes to ESG (environmental, social and governance) investing,...

CSR, ESG, SRI and Why All Companies Should Care

If you do much reading about Corporate Social Responsibility (CSR), un...

Getting Around the Venture Capital Gender Gap

The biggest obstacle to starting your own business is money. You need ...

The Biggest Mistakes Business Owners Make with 401(k) Plans

When Aaron Schumm showed me the software he had built to enable financ...

5 Retirement-Planning Blind Spots

Your portfolio balance has gotten larger and larger. You’ve crunched t...

Finding a Financial Advisor Who Puts You First – Barron’s

Reliable, conflict-free advice. That’s what you usually want when you ...

Anjali Sud was rejected from dozens of investment banks. Now she’s the CEO of Vimeo

As a senior at the University of Pennsylvania’s Wharton business schoo...

[INTERVIEW] Timing is secret to startup success: Refactor Capital founder

It is one of the most complicated questions in the venture industry. E...

Confessions of an Institutional Investor

Josh here – the other day I did a post about the amazing complexity an...

Ten Female Founded Venture Capital Funds You Should Have In Your Network

“Networks bring ideas and innovation to life – including connecting in...

Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterprises

“Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterp...

Give yourself a performance review right now. Here’s how

“It’s easier to make a case for a raise and promotion when you have a ...

(1) New ETFs Let Anyone Invest In Companies Empowering Women & Minorities | LinkedIn

“The evolution of the impact investing market took another step forwar...

The investment policy statement tightrope | Fiduciary Matters

“A well-crafted investment policy statement can be one of your most ef...

Russell Investments United States | Multi-Asset Solutions

“For retirement plan sponsors, non-profits and consultants seeking new...

Goldman Sachs to invest $500 million in women-run companies

“Goldman Sachs Group Inc will pump $500 million into companies led, fo...

Black men are succeeding in America | LinkedIn

“In recent years, much of the racial news in America has been sobering...

American Retirement Association

“American Retirement Association members come from all corners of the ...

Eligible Rollover Distributions (ERDs) • financialducksinarow.com

“So, what funds can be rolled over from your qualified retirement plan...

SEC Enforcement Actions Against RIAs on the Rise

Triad Advisors, an independent broker/dealer subsidiary of Ladenburg T...

Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million

Jackson National Life Insurance Co. has reached a $4.5 million settlem...

Barron’s Best Fund Families

Just about everyone seemed to be a winner in 2017. Although the year s...

IRC 403b Tax Sheltered Annuity Plans Terminating a 403b Plan | Internal Revenue Service

If allowed by the terms of the plan, a 403(b) plan sponsor (employer) ...

CSR, ESG, SRI and Why All Companies Should Care

If you do much reading about Corporate Social Responsibility (CSR), un...

Impact Shares

At Impact Shares we invest in change. It’s why we’re committed to chan...

Morgan Stanley Calls Out Investor Bias Against Women, Minorities

Businesses run by women and people of color receive a sliver of the fu...

ESG Interest Is Surging. Where Are the Advisors? | ThinkAdvisor

Interest in environmental, social and governance investing is on the r...

At Hamptons’ Tiger 21 Club, the Buzz Is Do-It-Yourself Deals – Bloomberg

The champagne was flowing at a Hamptons gathering last month for membe...

Press Room | Pension Benefit Guaranty Corporation

We protect the retirement security of nearly 37 million Americans in s...

ESG / Sustainable Investing

ESG analysis has become an increasingly important part of the investme...

4 Mistakes Investors Make with ESG Investing | Investing 101 | US News

ESG INVESTING, WHICH mitigates the risks associated with environmental...

An Academic Article that Claims Human-Based Advisory Services will be Dead –

“According to Treanor [2014], the banking sector is likely to see more...

CSR, ESG, SRI and Why All Companies Should Care

If you do much reading about Corporate Social Responsibility (CSR), un...

Ten Female Founded Venture Capital Funds You Should Have In Your Network

“Networks bring ideas and innovation to life – including connecting in...

Jussie Smollett Joins The Fight To Save All-Women’s HBCU Bennett College – Essence

Bennett College, one of only two existing women-only HBCUs in existenc...

UBS plans ESG ratings for 150 funds on select list

The rating system, which aims to help clients and advisors evaluate in...

[INTERVIEW] Timing is secret to startup success: Refactor Capital founder

It is one of the most complicated questions in the venture industry. E...

The Biggest Mistakes Business Owners Make with 401(k) Plans

When Aaron Schumm showed me the software he had built to enable financ...

IRC 403b Tax Sheltered Annuity Plans Terminating a 403b Plan | Internal Revenue Service

If allowed by the terms of the plan, a 403(b) plan sponsor (employer) ...

SEC Enforcement Actions Against RIAs on the Rise

Nearly one-fourth (22 percent) of standalone enforcement actions broug...

ETFs are hot everywhere but workplace retirement plans

“NEW YORK (Reuters) – Low-cost exchange-traded funds are a favorite of...

Who Are Institutional Investors?

The era of ultra-cheap exchange-traded funds (ETFs) is upon us, and as...

The Fruits of ESG

The center is owned by two healthcare companies that have environmenta...

Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterprises

Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterpr...

Morgan Stanley Calls Out Investor Bias Against Women, Minorities

Businesses run by women and people of color receive a sliver of the fu...

Aligning University Missions, Values, and Visions Through Tailored ESG Options

The need for universities to work with advisors that are capable of re...

Black Angel Tech Fund | Home

We are the antidote to the so-called 2% problem in Silicon Valley. We ...

Getting Around the Venture Capital Gender Gap

The biggest obstacle to starting your own business is money. You need ...

Retirement Plans FAQs regarding 403b Tax Sheltered Annuity Plans | Internal Revenue Service

Generally, a terminating 403(b) plan must distribute all accumulated b...

Financial Advisor Trends in Mutual Fund Vs ETF Portfolios

“One of the biggest trends in the investment industry in recent years ...

Barron’s Best Fund Families

Just about everyone seemed to be a winner in 2017. Although the year s...

Nonprofit solutions

You deserve the confidence that you’re investing with a company whose ...

Defined benefit plan consulting

Milliman helps clients stay up to date and on track to meet their goal...

Vanguard Makes ESG Debut | ETF.com

On Thursday, Sept. 20, Vanguard launched two new environmental, social...

ESG Interest Is Surging. Where Are the Advisors? | ThinkAdvisor

Interest in environmental, social and governance investing is on the r...

Confessions of an Institutional Investor

Josh here – the other day I did a post about the amazing complexity an...

Impact Shares

At Impact Shares we invest in change. It’s why we’re committed to chan...

Give yourself a performance review right now. Here’s how

“It’s easier to make a case for a raise and promotion when you have a ...

Resource Center | SilverCloud Inc.

“On Demand Webinar: December 19th, 2018: How to Fix the 6 Most Common ...

CSR, ESG, SRI and Why All Companies Should Care

If you do much reading about Corporate Social Responsibility (CSR), un...

Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million

Jackson National Life Insurance Co. has reached a $4.5 million settlem...

Viral Deception

Conflicted corporate cultures are duplicitously devising ways to conta...

How Socially Responsible Investing Lost Its Soul

“It’s easy to invest in what you believe.”That’s the pitch for TD Amer...

Sustainability Consulting: What Is It? Can I Do It?

Every fall, first-year students in Bard’s MBA in Sustainability find t...

ESG Investing May Be on the Rise [Video]

Yahoo Finance’s Adam Shapiro and Julie Hyman join Newday Impact Invest...

William Huston, CCO

In 1906, my great grandmother enrolled at Tuskegee University, under t...

Anjali Sud was rejected from dozens of investment banks. Now she’s the CEO of Vimeo

As a senior at the University of Pennsylvania’s Wharton business schoo...