A Song of Ice and Fire
Complex systems like energy grids or financial markets aren’t perfect, but they are designed to be resilient. When catastrophes happen, resiliency matters more than perfection.
Complex systems like energy grids or financial markets aren’t perfect, but they are designed to be resilient. When catastrophes happen, resiliency matters more than perfection.
Covid-19 could shift from a pandemic disease to an endemic one. Businesses understand this shift and new and potentially lucrative Covid-19 business lines are quickly emerging.
In 2020, we looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?
In 2020, our firm looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?
Optimism in the markets is being driven by innovation, ultra-low interest rates, and the promise of financial and public health support from the government. Are we running ahead of reality?
The market gyrations caused by the bizarre and meteoric rise of GameStop stock illustrates the sharp contrast between short-term trading and long-term investing.
The arc of change bends towards justice but it isn't guaranteed. It requires hard work and tireless effort stretching across generations.
As we enter 2021, we expect to encounter potholes as well as progress, with an uneven path to global economic recovery over at least another year or two.
Vaccine rollout and increased spending on green infrastructure may make 2021 a much more positive year economically than 2020. Whether or not stock prices have further room to rise in the near term, is yet to be determined.
2020 brought dramatic change to our daily lives and prompted adaptation in many industries. Although 2021 will probably not be a smooth ride, progress will be the main theme.
Donor Advised Funds are powerful tools for legacy planning, can also benefit tax planning, and help mitigate gains from appreciated stock.
The growing role of technology in recent decades has expanded a new frontier of risk for companies and individuals alike: cybersecurity. Ironically, we refer to an invasive computer code as a virus.
Sarah Green, Director of Impact Investing, recently appeared on the Investing Forward podcast discussing community investing, CDFIs, and CNote.
All decision-making, in investing and in life, is made with partial knowledge. It is important to find the right balance of potential and security so that we can have peace of mind in the moment.
Environmental concerns have led many people to embrace electric vehicles. Demand is driving innovation and widespread adoption is sparking growth in new industries, especially around the reuse and recycling of batteries.
The vaccine announcements provide hope for the resumption of robust economic activity, but the market and the country will need to navigate a hard winter before the distribution process is functionally underway.
We believe a new phase of market growth will result from adaptation as we enter a new economic landscape.
Certainty has value. Uncertainty has potential. The balance of the two is vital to our continued growth, both individually and as a community.
The worsening pandemic and uncertain financial markets are causing optimism fatigue. The key to fighting this fatigue is consistency in approach and taking a long-term view.
During the election cycle, people wonder how each candidate or political party will impact financial markets. The specific party in the White House impacts market returns less than many people would like to believe.