A Registered Investment Advisor

Mid-Year Outlook

We’re more than half way through the year which means that all of the investment firms are presenting their Mid-Year Outlooks on the market and the economy. The message has not changed much because the fundamentals have stayed the same, from a relative standpoint....
Risks of not applying ESG screening

Risks of not applying ESG screening

There have been many examples throughout investment history when massive changes have propelled a business or sector. This usually happens at the expense of another business due to advances in technology that were often ignored. In this article (The Canary in the Coal...
Growth and Opportunities highlighted at SRI event in Portland

Growth and Opportunities highlighted at SRI event in Portland

I had the opportunity last week to be at the SIS Sustainable Investing Solutions conference in Portland. It was an event similar to one I attended back in 2014 that vaulted me into researching and ultimately integrating Socially Responsible Investments (SRI), or...