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Impact Blog

January 29, 2016

In addition to protecting from downside risks, managing portfolios involves constantly looking for opportunities to shift assets into undervalued positions. 


Looking forward, here are some o...

October 1, 2015

Since late August there has been a significant sell-off in the stock market and as this post is being written, the S&P 500 and DOW prices on Yahoo Finance reflect a drop of 13.7% and 12.6% r...

August 15, 2015

We can imagine a time when our grandkids might say, ‘You mean you knowingly invested in companies that were polluting or using sweatshop labor?’


If you haven’t already moved your portfolio,...

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New Year Market Letter to Investors

January 1, 2019

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