Points of View

Impact investing in local Community Development Financial Institutions can help.

The New Mexico Historic Women Marker Program was started in 2006 to ensure that the remarkable women who have helped shape New Mexico are no longer excluded from the official narrative. We are proud to support their work.

Sustainable investing is about values most people consider self-evident: taking responsibility for our actions, speaking the truth, treating people with respect, and protecting our earth and the creatures we share it with. These values are tried and true, and we have never needed them more than now.

March is Women’s History Month—a time to celebrate the achievements of women, acknowledge the progress toward gender equality, and double down on commitments to maintain that progress where it seems to be backsliding.

This exercise may make you feel more inclined to care for your future self.

The economy was fairly strong at the end of 2024. We begin 2025 with solid economic momentum.

As an investment adviser, I see the contrast between people who are grateful for what they have and those who are fearful of not having enough; between those who live from a sense of abundance and those who are caught in a mindset of scarcity.

Giving Circles, Impact Investing, Legacy Gifts and Qualified Charitable Distributions (QCDs): How to give in your golden years beyond standard donations.

As investors, we have access to an important lever of change. As elders, it’s our responsibility to do everything we can to leave our children a livable planet

At a time when many experts predicted a recession, GDP growth is running at roughly 3%, inflation has fallen close to the Federal Reserve’s 2% target, and unemployment is hovering at a lower than average 4% rate.

If you have a longer investment horizon, then the impacts of climate change on the security of your future will be unavoidable. Sustainable investing takes this into account.

Many people's investment decisions are easily swayed by feelings when the market swings up or down, but that's rarely a good indicator of what you should actually do in your portfolio.