Jan 24, 2023 | Uncategorized
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...
Nov 21, 2022 | Uncategorized
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...
Jul 25, 2022 | Uncategorized
JULY 8, San Francisco, CA – Shareholders representing over $4 billion in assets under management have introduced a shareholder proposal at Microsoft’s (MSFT) annual shareholder meeting, seeking an independent study of the human and civil rights and privacy...
Jan 17, 2022 | Uncategorized
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...
Nov 22, 2021 | Uncategorized
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...
Oct 15, 2021 | Uncategorized
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...
