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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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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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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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Financial News from COP26 Thumbnail

Financial News from COP26

ESG finance is finally entering the mainstream. This became crystal clear at COP26 when a group of financial institutions representing $130 trillion pledged to use its assets to decarbonize the economy.

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The LongView: 2021 Third Quarter Review and Outlook Thumbnail

The LongView: 2021 Third Quarter Review and Outlook

After many months of back-to-back gains, global stock markets faltered in September and ended the third quarter on a slightly down note, marking a pause in the remarkable rally since the COVID lows 18 months ago. The lull may be ascribed generally to the pandemic. Renewed lockdowns caused by the Delta variant this summer forced factories in many countries to keep workers home and cut back production, even as demand for goods swelled. Meanwhile, shortages of raw materials and labor tangled supply chains, throwing global trade into disarray and exposing the vulnerability of just-in- time inventory management.

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The LongView: 2021 Second Quarter Review and Outlook Thumbnail

The LongView: 2021 Second Quarter Review and Outlook

The global economy is experiencing one of the strongest synchronized expansions since the 1980’s as vaccination campaigns reach a growing percentage of the population, governments ease COVID mobility restrictions, and demand for goods and services surges. This has been especially true in the US, which posted an annualized growth rate of 6.4% in the first quarter.

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It's Different for Women: Part 2 Thumbnail

It's Different for Women: Part 2

In the first part of this article, we discussed how women have challenges that are different from men when it comes to building wealth. The following strategies may also be helpful: Creating a spousal IRA, setting up health savings accounts, and claiming Social Security to maximize your benefits.

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It’s Different for Women: Part 1 Thumbnail

It’s Different for Women: Part 1

As investors, women have to deal with challenges that are different from those facing most men. Unequal pay, limited employment opportunities, and glass ceilings often reduce their lifetime earnings. The demands of pregnancy and childcare, most recently evident during COVID when women sacrificed work opportunities to care for homebound children in far greater numbers than their male partners, further widen the economic gap. Womens’ healthcare costs also tend to be higher, and because of a longer life expectancy, their assets need to last longer.

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ESG: Aligning Investing with Your Values Thumbnail

ESG: Aligning Investing with Your Values

The rapid growth in ESG products makes them increasingly easier to deploy in investment portfolios. It also helps ensure that your values can be expressed in a way that helps you meet your financial goals. Along the way, these strategies are creating change and can make your money a force for good.

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