Investments & Planning Tips

What comes to mind when you hear the term “portfolio management”? Depending on where you are in your life and career, you may only be familiar with the basics, or you may have a fairly well-rounded understanding of how investment portfolios work and why they’re so important. 

Regardless of where you stand—whether you’re a beginner investor looking to expand your knowledge or an experienced investor looking for a quick refresher—we’ve got you covered.

Eric Dunn, CEO of Quicken, uses Quicken for Windows on a daily basis. In this blog post, Eric shares how he personally uses Quicken to track investments.

In today’s investing world, socially responsible investing (SRI) seems to be everywhere. While the modern practice of values-based investing dates back to the 60s—when the civil rights movement led to the establishment of community development banks in low-income and minority communities— it’s been gaining steam in recent years as investor demand climbs.