IMPACT INVESTOR INSIGHTS

Investor Update Q3 2022

Investor Update Q3 2022

In case you were not able to join our Quarterly Investor Update on November 3rd, below is a recording to the presentation to view at your convenience. We covered the market, the economy and our models' performance last quarter. Please let us know if you have any...

2022 Market and Economic Outlook

2022 Market and Economic Outlook

We recognize on this Martin Luther King Jr. Day, that the need and opportunity for a more just and equitable society creates both personal as well as professional motivation for us. For those of us investing our money towards that outcome, here are some of the main...

Highlights from 2021

Highlights from 2021

With a challenging year behind us, we’re taking a moment to recognize some of our key successes as we celebrate both the ending and beginning of something new. Heading into 2021, our firm was conducting a month’s-long search for a Senior Portfolio Manager to oversee...

Top 10 Responsible Holiday Traditions

Top 10 Responsible Holiday Traditions

As we close out the year with gifts and expressions of gratitude toward loved ones, we wanted to offer some ideas for those holiday shoppers who wish to reduce their environmental impact during this time of year. With all the meat consumption and packaging waste...

ESG for Impact Conference Recap

ESG for Impact Conference Recap

For those not aware of the history of ESG and impact investing, for over two decades, the industry’s main annual conferences for professional investment advisors focusing on Socially Responsible Investments, were hosted by First Affirmative Financial Network and the USSIF.

Uncertainty, Fear Still Apparent

Uncertainty, Fear Still Apparent

After the worst market week since the 2008 financial crisis, and one of the worst months since the 1930s, the market finished out a…

To Our Clients, Friends & Supporters:

To Our Clients, Friends & Supporters:

We sincerely hope you’re doing well and staying healthy during these volatile times. It’s been a busy several weeks for our team, not…

CARES Act  Important Updates

CARES Act Important Updates

As you are likely aware, the $2 trillion CARES Act passed this quarter included changes to tax filing deadlines and Required Minimum…

CoronaVolatility

CoronaVolatility

For perspective, below is a snapshot of the US Stock Market (^GSPC) vs Gold (GLD) vs Long Term Treasuries (SPTL) vs Bonds (BND) over the…

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