Jul 15, 2021 | Uncategorized
FOR IMMEDIATE RELEASE CONTACT: Susan Perez @ 415-465-8004 JUNE 16, San Francisco, CA – Shareholders representing over $4 billion in assets under management, led by Impact Investors, Inc., a nationally-registered wealth management firm serving socially...
Apr 23, 2020 | Uncategorized
After the worst market week since the 2008 financial crisis, and one of the worst months since the 1930s, the market finished out a remarkably bad series of negative returns this past quarter, including consecutive days of 1,000 point drops in the Dow and a February...
Apr 8, 2020 | Uncategorized
We sincerely hope you’re doing well and staying healthy during these volatile times. It’s been a busy several weeks for our team, not just holding a lot of hands but also making very strategic and tactical maneuvers to help our clients position well by both reducing...
Mar 31, 2020 | Uncategorized
As you are likely aware, the $2 trillion CARES Act passed this quarter included changes to tax filing deadlines and Required Minimum Distribution rules for this year, as well as plans to send individuals stimulus (ie. disaster-relief) checks. Additionally, the Federal...
Mar 10, 2020 | Uncategorized
For perspective, below is a snapshot of the US Stock Market (^GSPC) vs Gold (GLD) vs Long Term Treasuries (SPTL) vs Bonds (BND) over the last Two and Five Years. Looking at the two year graph, you can see how obviously valuable it is to have a diversified portfolio,...
Feb 4, 2020 | Uncategorized
Of course elections are at the tops of many people’s minds, and most of them likely know there has been very little correlation historically, between Presidential outcomes and market returns. That said, real wages are up among lower paid workers who tend to spend a...
