At Socratic Better Wealth, we pride ourselves on the deep knowledge of our advisors. Through this blog, we hope to share some of this knowledge with you, our client. We encourage you to take some time and explore this page.
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.
This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
