To navigate the boundary between your portfolio and your needs in life, your choices and priorities should be front and center when deciding to buy, sell, and reallocate equities.
Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.
We are now probably getting into the second act of the pandemic, and can’t yet see clearly the possible twists in the plot that will set us down in an entirely new landscape. Like a Shakespearean character, though, we continue to accommodate to circumstance.
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?
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.
There is anxiety about the near future and how it will affect financial markets. It's important to remember that short term variation is usually reversed at some point, averaging out to create consistent longer term results.
Our founding partner, Kate Campbell King, reflects on the life of Justice Ruth Bader Ginsburg, the experience of understanding loss, and how we carry her legacy with us.
Personal choices about savings and spending are affected by but independent from national fiscal policy. It is a matter of knowing what spending – and when spending – will bring you the most value.
Up or down, an undercurrent of uncertainty runs through the markets and current life. Yet, we need to make decisions, and we need to be able to move forward. Both Optimism and caution guide us as we engage in our work toward long-term growth.