Points of View

In loving memory of Andrew Kassoy, the visionary behind the B Corp movement and business as a force for good.

The U.S. economy continues to grow but is clearly losing momentum. Behind the deceleration are multiple factors: the disruptive effect of tariff uncertainty on business confidence, a pullback in federal employment, the high cost of borrowing, and a steep drop in both legal and illegal immigration.

Shareholder proposals are an important mechanism of accountability and of democratic engagement in corporate governance. That's why shareholder rights are so important.

If you have a graduate in your family, maybe share this with them.

Impact investing in local Community Development Financial Institutions can help.

It's an unsettling time. We're here to 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.