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Sheryl Rowling

Why You Should Consider ESG Investing

Why You Should Consider ESG Investing

Two years ago, as more research on sustainable investing began to appear and the number of environmental, social, and governance-focused investment options continued to grow, we began asking ourselves a question at our firm, Rowling & Associates: What if we integrated ESG-focused mutual funds into all our client portfolios?

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Saving for a Rainy Day

Saving for a Rainy Day

Did you make a New Year’s resolution to start saving more money? It could be a tough challenge if you leave it to chance. Saving money, like many goals, is more easily accomplished when you have a plan.

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Is This What You Call An Alternative?

Is This What You Call An Alternative?

Question: What is the Alternative Minimum Tax?
Answer: The Alternative Minimum Tax (AMT) is a tax designed to ensure that high income people pay their fair share of taxes. Unfortunately, it is a rather insidious tax that can impact those who aren’t in the top brackets as well.

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