May 31, 2024 | Announcements
The question of whether to rent or buy a home is a decision that has changed for many Americans as the economic landscape has changed. The old rule of thumb was to expect home appreciation right at or just above the rate of inflation, but U.S. home prices have gone up...
Apr 26, 2024 | Investor Updates
In case you were not able to join our Quarterly Investor Update on April 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s impact...
Apr 26, 2024 | Announcements
The terms ESG (Environmental, Social and Governance), SRI (Socially Responsible Investing) and Impact Investing have been used interchangeably over the years to refer to specific investment approaches with a focus on aligning one’s investments with one’s values. While...
Jan 19, 2024 | Investor Updates
In case you were not able to join our Quarterly Investor Update on January 18th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models’ performance year-to-date, and updates on our firm’s...
Oct 25, 2023 | Announcements
I’ve recently delved into an inspiring subject thanks to an amazing documentary called Kiss the Ground, which looks at the farming practice of regenerative agriculture. Soil health plays a pivotal role in the future of human well-being, our capacity to sustain...