Broker Check

June 2023: Your Money Matters

June 01, 2023

This month’s Your Money Matters newsletter contains a primer on how dividends work, steps for how to appeal your property tax assessment, an explanation on alternative investments, and information about socially responsible investing.

Have a great day!

A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.