Gateway Financial Partners

Derek Mazzarella

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Socially Responsible Investing Pt. 3

Socially Responsible Investing: Do You Have to Sacrifice Performance? There is an old adage that a person would have to sacrifice performance if they were interested ininvesting in socially responsible funds. Is that the case? Do people have to make a choice betweenincreasing the performance of their accounts and investing in companies that support their …

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Socially Responsible Investing Pt. 2

Socially Responsible Investing: How do you Manage the Managers? Let’s say you’ve made the decision to move from traditional investments to a socially responsible fund.How do you know if a fund you are looking to purchase is actually avoiding firearms? Are the fundsinvesting in oil companies? Are there ESG funds that have more comprehensive screeners …

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Investors are stressed about the graph analysis of the returns of the stocks to be invested.

Socially Responsible Investing Pt. 1

Socially Responsible Investing: What is it? If you are passionate about a particular cause such as global warming, equal rights or firearm safety howdo you take action? Realistically, there are two entities than can enact widespread change: governmentsand corporations. If you want political change you can protest, donate to a special interest or use yourvote. …

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What my Son’s Playscape Can Teach Us About Valuing Assets?

With the pandemic hitting in 2020, we found ourselves stuck in our houses which was hard foreveryone. My family and I had moved into our house about six weeks before COVID-19 shut down andwith little to do to entertain our two-year-old, I did what everyone else did. I looked at buying a swingset. I failed …

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Three Big Items to Understand Before You Retire

Sometimes we focus on the wrong thing. We focus on the result, not the process. With retirement planning, everyone wants to know what their magic number is. How much will a person need to retire comfortably? In reality, that number can change based on many factors of a person’s retirement. We should disengage from traditional …

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