In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies is called ESG Screening. The ESG stands for Environmental, Social and Governance. FYI! We often get the question, “Well, does […]
Happy 2015! Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing is pundits are calling for this beast to continue doing so into 2015. For the 4th quarter we saw gains over 4% in all 3
As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off
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
As we enter the home stretch of 2014, we can at least say that it has been a somewhat “boring” market quarter, but sometimes boring is better than the alternative. For the 3rd quarter, the S&P 500 was flat with a .6% increase. The Dow Jones was up 1.3% and the NASDAQ up 1.9%. For
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
More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of hard-earned cash. For many baby boomers and generation Xers, this gift may actually feel like a burden rather than something to look forward to. Anxiety creeps
Includes: Car Seat Karma The Boom and Inherited IRAs Sustainvest Takes on $35 Billion Pharma Company Non-Profit of the Quarter-COTS Spring has sprung (for most of us) as we enter the 2nd quarter of the year. Companies are sifting through profit and loss statements with corporate earnings announcements due soon which should prove interesting in
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
The 3rd quarter has quickly passed and soon enough, us Northern Californians will be able to bask in the heat of another few months of summer. It seems as if the market wants to hold on to its own pleasant weather as the equity markets continue their move in positive territory. This 3rd quarter saw
