Escient Financial

Blog categorized as Investing

Risk Management: Asset Allocation
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
5 Books for the Athlete-Turned-Investor
There are many lessons learned as an athlete that translate to the world of investing. These books are perfect for readers passionate about both sports and finance.
Think ESG Investing This Earth Day
This year, celebrate Earth Day by looking at your portfolio and determining if ESG investing is suitable for you and your values.
Thinking of Investing During the Market Downturn? Consider These 5 Things First
The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?
5 Things Business Owners Should Know About SEP IRAs
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.
What Is the Difference between SRI and ESG Investing?
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.
2022 Contribution Limits
Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.
Are You Eligible for Catch-Up Contributions?
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?

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