Investor Update Q4 2022

Investor Update Q4 2022

In case you were not able to join our Quarterly Investor Update on January 19th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance last quarter, and updates on our firm’s...
Investor Update Q4 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...
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...

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