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.
I’m in my early 30’s. Most of my friends don't work in other fields, and while the majority have a good grasp on budgeting, many aren’t saving as much as they should and even fewer are investing.
Major equity indices continued to rally in the second quarter, though a closer look reveals a stark divide between the handful of large cap US tech stocks led by Nvidia that kept rising, and the rest of the market, which has spent the past three months treading water. Bond markets ended the quarter little changed.