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4 steps to attainable financial goals

Imagine you're planning a family vacation. Your spouse wants to drive, while you want to book a flight. If you're planning a trip to the campground near your house, it would be ridiculous to fly. If you're planning a trip to Europe, driving is out of the question. Your...

source: By David B. Mandell, JD, MBA, and Carole Foos, CPA
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Recently, RBC CEO Dave McKay said on a LinkedIn post that “hybrid work models are here to stay,” declaring that his company will “hold onto the best of what we’ve learned over the past 18 months and recapture the best of everything we’ve missed...

source: Wealth Professional

July 22, 2021 5:00 PM - 6:00 PM Bitter Pops We're headed to Lakeview for our second stop on our neighborhood informal happy hour tour! Join us on July 22nd at Bitter Pops, a beer shop and taproom with more than 500 craft beers from around the world. In addition to an 1,800-square-foot...

source: CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets.

source: CFA Society Chicago Podcast

Climate-related financial metrics being considered by the Task Force on Climate-related Financial Disclosures could be "onerous" for asset owners and lead to "carbon washing" of portfolios instead of standard measurements, the Transition...

source: Pensions & Investments

The funded ratio of the Illinois public pension plans is estimated at 39 percent, the second-lowest percentage among the 50 states, according to a new analysis from the Tax Foundation based on fiscal-year 2019 data. The percentage...

source: WRPW-FM

The Global Sustainable Investment Report 2020 shows investments that consider environmental, social and governance factors in their portfolio selection topped $35 trillion in 2020 — equating to 36% of global professionally managed...

source: Investment Week


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