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) 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." - Andrea Longton, CFA Community Development Finance…
Letter to Stakeholders (December)
Monday, December 6th, 12:33pm EST. Wow was that just a month? It seems like more than four months have gone by in as many weeks since we last drafted this monthly letter. In short: We had some resolution to the U.S. Presidential election We have about four…
(VIDEO) Values Based Investing in the 21st Century
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. Watch Sarah Sung, MBA, CPA and John Klinger…
(VIDEO) Leaving Your Legacy with Community Foundations
Eileen Ellsworth, President & CEO of the Community Foundation for Northern Virginia (CFNova.org) as we discuss how to leverage community foundations for permanent bequests; how to "have your fun" while giving during your lifetime; how modern philanthropy will…
(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…
71 letters · 36 videos · 109 articles