Videos

VIDEO: What Does ESG Investing Mean?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Have you heard of, or considered, socially responsible – or, what the industry now calls ESG, investments? These investment vehicles have been gaining a lot of traction this year for focus on sustainable, socially conscious, "green" and/or ethical screens for the companies they own in their portfolio (i.e. mutual fund or ETF) and also for their ability to point of potential financial risks that can't be identified by typical quarterly results. They seek to consider both financial return and specific environmental, governance, and social metrics to help investments do well by “doing good.” In this video, I sat down with Clarice Avery of Natixis Invest Managers. We talked about all the things you should know when considering an ESG investment for your investment line-up. You can learn more at Natixis’ site and ESG101.

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VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?

As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.

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VIDEO: Getting to Know AFS 401(k) Advisor, Alex Assaley

Have you heard that AFS 401(k)'s very own Lead Advisor, Alex Assaley has been named to NAPA-Net magazine's 2014 list of "Top 50 Plan Advisors Under 40"? Alex says of this achievement: "It is an honor to be recognized as one of the top young practitioners in the retirement plan industry. As employer retirement plans mature, I am proud and excited to be working alongside so many specialized advisors, consultants, and other professionals striving to make a difference for American workers."

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