Never heard of a UMA? That’s not surprising, but as they gain in popularity, you will hear about UMAs (Unified Managed Account) more and more. They are the next big thing in affluent investing...

 Is it possible to help the environment by investing in companies that are “Green” and still make good returns?  It’s called “Green” investing. But going Green is hardly a new idea.  

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High yield and low risk are two attributes that investors want. Time-tested investment wisdom has told us the higher the risk, the higher the yield and the lower the risk, the lower the yield. Is high yield with low risk really available? Yes, but watch out for fraud.