Archives By Date

Author Archive

Microsoft 401(k) – Sustainable Investing Through BrokerageLink

Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you to invest in a way that aligns with your values without necessarily compromising diversification or returns. While there are currently no Sustainable Fund options within your standard Microsoft 401(k), […]

Paige Lee | March 15, 2019

Going Against the Herd

If you took Economics 101 in college, you would have heard your professor discussing how people are rational and efficient. This means that individuals are operating in a way that maximizes their benefits and minimizes their costs.  It doesn’t take much observation to notice, however, that human beings often make decisions that can be incredibly […]

Paige Lee | January 19, 2018

Interested in Learning More? We'd Enjoy Meeting You.