Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR Approval of new investment sub advisory agreement with Eaton Vance Advisors International Ltd. [...]
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR
The stress of the holidays isn’t the only thing rapidly approaching during this time of year. While there are likely many tasks taking priority in your mind, don’t lose sight of the upcoming financial deadlines. Letting these deadlines pass without taking action can have significant repercussions on your financial strategy for this year and for [...]
Struggling with what to buy your loved ones for Christmas this year without breaking the bank? Supply shortages and new holiday shopping rules aren’t making it any easier. But, gift-giving shouldn’t be complicated, and saving money doesn’t have to be either. The National Retail Federation estimates that consumers will spend nearly $1000, on average, on [...]
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new 2022 retirement contribution limits. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the limit remaining at $6,000. The catch-up contribution for traditional IRAs remains $1,000 as well.1 For workplace retirement accounts (i.e. [...]
Is Black Friday canceled? The holidays are just around the corner, which means that Black Friday 2021 will be here before you know it. If you thought that holiday shopping last year was chaotic with COVID-19 restrictions, this year isn’t expected to be “back to normal”. In fact, the new changes that face holiday shopping [...]
Navigating your finances in your early adult years is challenging. Maybe you’ve just graduated high school and are off to college for the first time, or you’ve just graduated college and have just landed your first real job. At this point, it’s likely that your financial concerns revolve around making ends meet with little planning [...]
Budgeting is probably one of the most basic foundational elements of financial planning. Anyone can make a budget. All it requires is a little bit of planning, tracking, and most importantly, self-control. While anyone is capable of creating a budget, not everyone can stick to it. If you’re someone that’s struggled to stick to a [...]
