Mar 21, 2019 | Uncategorized
America has been in a heated national dialogue about race these past few years. You can not open a newspaper or get on line without seeing the results of a reckoning, grappling and relearning of the impacts of hundreds of years of racial inequality and segregation in...
Jan 1, 2019 | Uncategorized
Dear Investors, Well, it was a doozy of a market this last month, ending a doozy of a year. As of Christmas Eve we were having the worst average daily return for all three major indexes since 1987, which is saying something. The next couple of days we saw a big bounce...
Dec 6, 2018 | Uncategorized
Last month, I had the pleasure of attending my 20th annual SRI conference – unless it was the 21st. I’ve kind of lost track. This year I had the honor of participating in a panel on Best Practices for financial advisors specializing in socially responsible investing....
Nov 5, 2018 | Uncategorized
The 29th Annual SRI Conference took place this past November 1-4. Each year, The SRI Conference draws hundreds of participants from across the world, estimated to have influence over more than an $5 trillion in assets. The conference also counts many of the key...
Aug 15, 2018 | Uncategorized
When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on all sides. Wars have one thing in common: there is seldom a clear-cut “winner” amid the damage and destruction. So when President...