Articles

The Domino Effect

By |2022-01-28T15:07:58-08:00January 14th, 2022|

Recent social action has prompted corporate commitments for greater workplace equity. Investment managers will hold them accountable. This continued engagement will give investors confidence that their asset allocation choices make a difference.

The Changing Seasons

By |2022-01-21T16:03:44-08:00January 7th, 2022|

January brings the annual tradition of envisioning the year ahead. In financial markets, this means attempting to predict what can not be controlled.

A Market Christmas Carol

By |2022-01-14T15:45:49-08:00December 17th, 2021|

Visited by three spirits representing the arc of his past, present, and future, Scrooge was given the gift of perspective. It is a tale that holds valuable lessons for investors.

Planning While the World is in Flux

By |2022-01-07T14:31:38-08:00December 10th, 2021|

Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.

Familiar Unknowns

By |2021-12-17T14:25:01-08:00December 3rd, 2021|

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Giving with Intention

By |2021-12-10T15:41:51-08:00November 19th, 2021|

It feels good to give, but getting started can be difficult. Affirming your values and identifying aligned organizations can make the experience more intentional and meaningful.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.

The Power of Disclosure

By |2021-11-03T11:37:21-07:00November 3rd, 2021|

Impact Highlight Report
Disclosures help investors evaluate companies. Increasingly, investors are demanding more than just financials, they want insight into a companies environmental and social performance.

Bank On Your Community

By |2021-12-13T10:23:54-08:00October 22nd, 2021|

Our choice of banks is an essential, though often unexamined, financial relationship. Choosing a bank can be a way to create positive alignment between your values and your finances.

Inflation and All That Jazz

By |2021-10-29T15:02:50-07:00October 15th, 2021|

Should we consider the current inflation as temporary or real? There are real price increases impacting consumers today, but we're also unlikely to see the long-term inflation experienced in the 1970s.

Firewise Planning

By |2021-10-22T13:29:14-07:00October 8th, 2021|

Fire season is now an annual concern for Californians. Having a plan for the risk of fire can better protect your family's financial resources.

Noisy Normalization

By |2021-10-15T15:27:57-07:00October 1st, 2021|

Q3 2021 Market Commentary
Investor sentiment is slowly shifting from the optimism of early-2021 when investors believed ‘when this pandemic is over, things will be better,’ to a more pragmatic outlook that acknowledges the pandemic is not over and may linger.

The Snarled Supply Chain

By |2021-10-01T15:42:24-07:00September 17th, 2021|

We often take for granted how products arrive at our doorsteps or on store shelves. The pandemic has caused a snarled supply chain, and the resulting scarcity is driving up product prices.

Taking Control of ‘Losing Control’

By |2021-09-24T14:26:07-07:00September 10th, 2021|

Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.

Lessons from Fukushima

By |2021-09-17T14:22:35-07:00September 3rd, 2021|

Transitory disruptions to the global supply chain persist and the impact on long-term valuations grow as investors question how companies will recover and protect their profits against future disruptions.