IMPACT INVESTOR INSIGHTS

Wo​​w! There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a...

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% respectively from their May highs. Given the sharp fall, we’d like to offer...

Is it Time to Review Your Own Energy Investments? In August the LA Times reported over $5 billion lost between CalPERS and CalSTRS respective portfolios due to the recent fall in oil and gas companies’ stock prices. A spokesperson from the investment firm which led...

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, here are THREE REASONS NOW'S THE TIME to consider Sustainable, Responsible,...

During her acceptance speech at the 2015 Academy Awards, actress Patricia Arquette spoke to the continued discrepancy in pay between Hollywood’s males and females. The move was likely spurred by the Sony hack of 2014 where confidential documents revealed stark...

Sierra Club San Diego is hosting a series of workshops featuring guest speaker Shane Yonston, Principal Advisor at Impact Investors, in order to educate the local environmental group’s 10,000+ members on the topic of Sustainable, Responsible, Impact Investing, or SRI....

New Firm = New Opportunities. Fidelity’s brokerage platform rivals major competitor when it comes to ImpactInvestors. After many hours of research this past quarter, we’ve determined that Fidelity’s brokerage platform for professional advisors, National Financial...

The Divestment Movement of the Century? Four panelists, leaders in their fields, talk about the push toward a clean economy. Their efforts include implementing local legislation, pushing CalPERS to divest from fossil fuels, challenging corporate boards of oil...

The potential health-care costs during retirement can seem pretty daunting, but don't despair. According to a Fidelity Investments study, a 65-year-old couple in 2014 would have needed $220,000 to cover health-care costs during the course of their retirement, not...

Anytime you start putting together a portfolio of investments, you need to ask yourself what the objective of that pool of money is. The objective determines the overall allocation, and then we can work on filling that allocation with the right investments. For...