Christina Ubl

Is your money invested where your values are?

If you have ever recycled at home, avoided products made overseas by sweatshop labor, grown your own vegetables, supported gender and racial diversity, or owned a fuel-efficient car, then you may be surprised to discover your investments can be working against your values. Do you know what’s in your portfolio? How can you find out what your money is supporting? Old and new values investing
Evaluating your portfolio using traditional socially responsible investing or SRI analysis has been around for a long time. The process involves an investment style that includes or excludes companies in a portfolio based on screens using social, moral, ethical and religious criteria.

At left, V. Chase, recent candidate for state representative from Chittenden District 8-1 (Essex), discusses higher education with Juli Heisler from the University of Vermont.

VEIC hosts legislative networking event

BURLINGTON — Vermont Energy Investment Corp. welcomed the Lake Champlain Regional Chamber of Commerce Legislative Networking event to its headquarters in Burlington’s South End in late October. Chamber members and guests got the opportunity to talk with candidates for Vermont’s legislature and other statewide offices (about 30 candidates attended), and the chance for some business-to-business networking. In addition to Vermont Energy Investment Corp., or VEIC, sponsors included AT&T, FairPoint Communications, Farrell Distributing, Green Mountain Power, Pomerleau Real Estate and Top Hat Entertainment. Sugarsnap of South Burlington catered the event.

Reed Wilcox

Vote for smart investment moves

The presidential election is little more than a month away. Like all elections, this one has generated considerable interest, and, as a citizen, you may well be following it closely. But as an investor, how much should you be concerned about the outcome? Probably not as much as you might think. Historically, the financial markets have done well — and done poorly — under both Democratic and Republican administrations.

Christina Ubl

Your financial health check up

Your annual physical checkup and health screenings are scheduled. Your dental checkups, and perhaps those for your spouse and children, are on your calendar or smartphone. Yet many people fail to schedule time for a regular financial-health checkup.