Bob Dreizler, CLU, ChFC
YOUR MONEY MATTERS: AN INVESTING GUIDE FOR SOCIALLY CONCERNED PEOPLE
Briefly explains the concept of socially responsible investing. Written in question and answer format, this pamphlet presents dry financial subjects in a simple, irreverent and occasionally humorous style. Jargon and acronyms are avoided except when explaining the quantitative pecuniazation of RXWQZs. Topics include: basic financial planning concepts, types of risk, social and financial screens, and factors to consider before investing. Securities offered through Walnut Street Securities, Inc. Member NASD and SIPC. The author is a Chartered Financial Consultant and freelance writer. His humor, family and financial articles have appeared in more than a dozen publications.
First Affirmative Financial Network, Inc.
THE SOCIALLY CONSCIOUS INVESTOR: ETHICS AND MONEY
Covers market topics, financial news and fund performance with the emphasis on socially responsible investing (SRI). Author Richard Barr is an NASD General Securities Principal for Walnut Street Securities, Inc. (WSS), member NASD and SIPC. His six years of experience as an SRI investment professional gives this newsletter credibility and educational merit. First Affirmative Financial Network (FAFN) is the original nationwide network of SRI professionals. FAFN is not an affiliate or subsidiary of WSS.
Green Century Funds
GREEN CENTURY FUNDS PROSPECTUS
For people interested in working toward a safer, lasting environment through investment in companies that respect the earth's natural resources. The prospectus explains how to invest in the Green Century family of no-load, environmentally-responsible mutual funds. Also provided are the environmental standards used to choose the investments, the investment objectives and the Funds' fees and expenses. The Funds are the only ones in existence whose investment adviser distributes 100% of its net profits to nonprofit, environmental organizations. Call or write for a free prospectus. Please read it carefully before you invest or send money. Distributor: Signature Broker-Dealer Services, Inc.
Mallers Trading Group
THE MALLERS MARKET MEMO
For commodities futures traders. Written by William Mallers, Sr., former chairman of the Chicago Board of Trade, the Mallers Market Memo is the only weekly published by a discount brokerage firm. It offers concise and targeted analysis, and trade recommendations.
Massachusetts Taxpayers Foundation
STATE BUDGET '95: CHOICES TO MAKE
Analysis of the governor's annual budget submission and a comparison of previous trends in Massachusetts appropriations and spending.
MASSPIRG Education Fund's Child Care Program
THE DCAP HANDBOOK: A HOW-TO MANUAL FOR EMPLOYERS AND EMPLOYEES ON THE DEPENDENT CARE ASSISTANCE PROGRAM
Provides all the information that most employers need to set up a DCAP SRA, and that most employees need to decide whether they will benefit by participating. The manual describes in detail: costs and benefits of the program; legal requirements and how to comply with them; administrative procedures. In addition, the manual includes: a model plan; a model summary plan description; a chart comparing savings under the DCAP SRA to the Dependent Care Tax Credit; a resource guide for more information.
Smith Barney
SOCIALLY RESPONSIBLE INVESTING: INVESTMENT PROFITS AND SOCIAL PRINCIPLES
Includes topics such as: what is socially responsible investing (SRI)?; types of SRI; avoidance investing; supportive investing; groups commonly interested in SRI; investment alternatives. Author David Crocker has been involved with SRI for over 20 years as a financial consultant. He helps people and institutions find and monitor good investment managers, and provides long-term financial planning.
Social Investment Forum
SOCIAL INVESTMENT FORUM GUIDE: A GUIDE TO FORUM MEMBERS
Guide to members which includes: mutual funds (such as Calvert, Parnassus, Working Assets, Dreyfus), banks, brokers, dealers, financial planners, investors. If you're a socially responsible financial professional, we're your group.
T. Rowe Price Associates
T. ROWE PRICE RETIREMENT PLANNING KIT
Designed for people more than five years from retirement. It consists of three parts. Part I provides a comprehensive workbook to determine how much you need for retirement and how much you need to save to reach your goal. Part II focuses on factors to consider when developing a retirement investment strategy and suggests model portfolios. Part III provides general guidance on using mutual funds to implement a retirement strategy. The workbook was developed in conjunction with the national public accounting firm of Coopers & Lybrand.
The National Center for Employee Ownership
THE JOURNAL OF EMPLOYEE OWNERSHIP LAW AND FINANCE
Articles on a wide variety of legal and financial issues of interest to anyone concerned with employee ownership. The articles are written by practitioners, academics, and corporate executives who are experts in the field. Each issue focuses on a topic of significant interest to subscribers; examples include "ESOP Combinations" and "Cashing Out Employees." Subscribers who join the National Center for Employee Ownership (NCEO) pay only $75 per year; additionally, NCEO members who have not subscribed before can obtain a $60 introductory, one-year subscription.