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Our Publications Include
Friday Reflections
Investment commentary that focuses on the week’s financial news
Planning Reflections
Deeper dives into planning topics from retirement to buying solar.
Event Information
We host regular community events, including art receptions
Team News
ARTICLES
Market Patterns and Heat Waves
Q2 2024 Market Commentary
Markets have been experiencing a heat wave recently, with stronger than usual growth over the past twelve months. While that growth continued in the third quarter, patterns shifted and a new array of sectors helped lead the broad market higher.
IMPACT INVESTING
The Cost of Cooling a Warming World
Reducing the environmental impact of HVAC systems is a crucial step toward achieving a more sustainable future as well as a significant opportunity for companies to innovate. As demand for air conditioning booms alongside fears about the future of our climate, there is an opportunity for private sector companies and government policymakers to address this issue strategically.
ART EXHIBITS
Acts of Discovery
New Exhibit
October - December 2024
Featuring abstract works of art by local artists Irene Nelson and Valerie Corvin. Join us on October 17 for the Opening Reception.