Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
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(VIDEO) Community Impact Investing in 2020 and Beyond
Join principals from Community Capital Management, Inc. (CCMInvests.com) David Sand and Michelle De La Cruz as we discuss: 2020 Impact Investing initiatives; Economic Equality; Racial Justice and Sustainable Investing. What is community impact investing? What…
2020 Election Commentary
Wednesday, November 4th, 4:33pm EST. Our economy is shaped by the politics of our country. What do the divided results of a hotly contested election mean? We think it means that the wealth gap plays a large role in the way people have been voting during the…
JHCo. Economic Summary
October 5, 3:21 pm EST. Politics is the big news story this month. You are receiving this commentary less than one month from the November 3rd election, the US President is in a hospital and the US Senate Majority Leader is pressing forward with a vote on a…
SRI Investing History
Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She is associate professor at the College for Financial Planning (Cffp.edu/). Jenny describes the "socially responsible…
Impact Investing
The COVID-19 pandemic, social unrest and political distress of 2020 has many of us questioning how to make a greater social impact with our money. Join Daniel Blake of University Impact (UITripleDAF.org) as we discuss: The role of early-stage impact…
Community Foundations
Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation (https://www.arlcf.org/) as we discuss the unique role of local community foundations; specific needs of the DC metropolitan region; how your neighbors…
Economic Commentary on SRI & ESG Investing
ECONOMIC COMMENTARY 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…
Economic Commentary on Governing Money
ECONOMIC COMMENTARY 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…
Navigating the Senior Living Landscape
COVID-19 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and Senior Vice President with The Mather (TheMatherTysons.com) answered questions about the different…
Planning & Advocating for Individuals
COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their lifetimes. We invited Eric Jorgensen of Special Needs Navigator (SpecialNeedsNavigator.US) and David…
Navigating Private Philanthropy During COVID-19
COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust (DonorsTrust.org) and Catherine Schott Murray of Odin, Feldman, & Pittleman, P.C. (OFPLaw.com) and The…
Municipal Bond Investing During a Pandemic!
COVID-19 health crisis and fluctuating stock market make it hard to stick with your investment plan. Micah Patashnik, AIF®, CRPC®, (MacroviewIM.com) a fellow wealth adviser, will explain why municipal bonds are often overlooked; why not all municipal bonds…
69 letters · 36 videos · 107 articles