With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news of Brexit and the rather surprising US election results would have been plenty to sit and ponder over some spiked egg nog. Regardless, below is […]
If you currently have an account with one of the large brokerage firms out there like Morgan Stanley or Chase, you may think, “oh well my small amount of assets can’t amount to these companies doing harm to the planet”. Well, think again. These same companies offering you free golf balls and “unbiased” investment advice
The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in renewables start to take hold, the good old boys at the coal mining and fossil fuel companies are starting to
It is amazing to us. We run across client investment portfolio statements and there it is smack in your face-a Morgan Stanley account with all of the holdings in Morgan Stanley mutual funds! The next day, we see it again. An Ameriprise client with a 35% position in one Ameriprise mutual fund!?! Ever seen the
Inside Economy Companies Committed Education: Risk vs Return Shareholder Activism Non-Profit of the Quarter Economy With 2013 behind us, let’s take a little time to digest and reflect back on the year and the 4th quarter. Stocks sort of barreled through the year, notwithstanding a fairly large crisis in Europe along with the complacency of
