LETTER TO STAKEHOLDERS, January 2021
Domestic terrorists don’t scare the algorithmic security traders, only domestic policy. But you and I are different; we have a soul. We were moved by January 6th.
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CDFIs Save the World
"I'm on a mission to wrench open the floodgates of private capital and release the pent-up resources to flow to people and places that are typically overlooked and underestimated by traditional investors."
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Values Based Investing in the 21st Centurty
Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment.
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Community Impact Investing in 2020 and Beyond
2020 Impact Investing initiatives; Economic Equality; Racial justice and Sustainable Investing.
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Sustainable. Responsible. Impact Investing (SRI)
Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She takes us back through the decades of "socially responsible" investing.
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ECONOMIC COMMENTARY (09-08-2020)
September 8, 8:01 am EST. August saw the largest percent stock market increases since 1984. That’s the good news. The bad news is both September and October are historically down months for the overall market. The other good news is that you are not invested exclusively in the stock market averages.
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ECONOMIC COMMENTARY (08-06-2020)
August 6, 5:31 pm EST. Last month we wrote about the “disconnect” between stock market indices and the “real” economic challenges we face. This month we’ll focus on the reality: we’re within 2% of where the average market indices were before COVID-19 dominated our lives. Commodity prices for gold and silver are “up” because many fear inflation is near and bond interest rates (returns) are near zero. If you’re an investor and healthy, you’re doing alight, for the fourth month in a row.
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