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Points of View

2022 Second Quarter Review and Outlook Thumbnail

2022 Second Quarter Review and Outlook

So far 2022 has presented the most challenging environment since the financial crisis of 2007-2009, and markets could fall further from here. Nevertheless, the bear market in stocks and bonds has brought prices down to levels that are beginning to attract the interest of long-term investors. We believe the coming year will offer a host of opportunities for investors who aren’t derailed by volatility and who remain committed to their long-term investment plans.

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The Pope and the Pauper Thumbnail

The Pope and the Pauper

Last week I accompanied my friend Rev. Richard Rohr to meet Pope Francis at the Vatican. The meeting between these two men—one a Catholic theologian known for confronting the social justice issues of our time while living in poverty in Albuquerque, the other surrounded by wealth and luxury while using the power and influence of his position in service of a more inclusive Catholic Church— showed me you don’t have to choose between wealth or poverty to develop a rich and meaningful spiritual practice. The only choice is to be kind and loving, regardless of your income.

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The Motherhood Wage Penalty Thumbnail

The Motherhood Wage Penalty

Women and primary caregivers typically face a wage penalty of five to 10% per child, and the median annual earnings of full-time working moms are about 30% less than that of fathers. This can translate into over a million dollars in lost wages over a lifetime.

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Don’t Panic Thumbnail

Don’t Panic

What should you do with your investments during this period of high volatility, when fear and anxiety are in the air? Do what every seasoned investor instinctively knows: don’t try to time the markets.

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Thoughts on Financial Markets and the War in Ukraine Thumbnail

Thoughts on Financial Markets and the War in Ukraine

Like most of you, we are watching the unfolding catastrophe in Ukraine with deep concern. However, while there will be ongoing geopolitical repercussions from the conflict, the US is likely to be far less affected. Here's our founder's take on the crisis and the stock market response.

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Let's Fix PERA Thumbnail

Let's Fix PERA

Concerns raised in the NM Roundhouse suggest that the pension system for our public servants may be at risk because many of the people on the board of the Public Employee Retirement Association of New Mexico (PERA) don’t have the experience necessary to fulfill their responsibilities. PERA is in charge of an $18 billion trust fund that includes the retirement money of nearly 100,000 public employees.

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2021 Fourth Quarter Outlook and Review Thumbnail

2021 Fourth Quarter Outlook and Review

For a year that began with the storming of the US Capitol and a worsening supply chain crisis, then proceeded through a series of devastating natural disasters, and ended with soaring inflation and a dramatic surge in COVID cases, 2021 was remarkably generous to investors.

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