Jack’s letter to clients: What to do in this Market

Good morning, With so much craziness going on in our world right now, I wanted to at least make this email connection with all of you. I have actually had relatively few phone conversations with clients considering the current situation that we find ourselves in. Most of my calls have focused on client goals and … Read more

SRI Growth of 38% in 2018!

The 2018 US Sustainable Investment Forum’s (US|SIF) SRI Trends report has arrived and the executive summary can be accessed HERE.. The increase in assets flowing into Socially Responsible Investments continues to grow rapidly! The report shows that from 2016 to 2018 investment assets in the US using SRI strategies grew from 8.7 trillion at the … Read more

Another Report Confirming the Value of ESG

A new report by the Government Accountability Office (GAO) confirms the value of incorporating environmental, social, and corporate governance (ESG) investment criteria as options within retirement plans. (GAO Report Overview May ’18) GAO’s survey of academic research found that for investments using ESG criteria, there was a positive or neutral relationship to financial returns. In … Read more

Market Correction? (Outlook for 2018)

It seems that whenever an extended period of growth passes in the stock market, everyone begins calling for a correction. What is a correction? It seems to imply that a rise in share prices always becomes incorrect at some point where fixing is needed. This type of thinking relates well with how most people think … Read more

Not so happy anniversary today . . .

Today marks the anniversary of the largest single day market decline in history, otherwise known as “Black Monday”. This article (Black Monday), posted on our website, compares the market and economic conditions leading up to the crash of 1987 with our current environment referencing both Fundamental and Technical gauges. It’s a very interesting report, in … Read more

Feels good to be right, sometimes!

On August 26, 2016 we published this post entitled, “5 Reasons we won’t have a Recession in the next 12 months.” One year later the reasoning behind this forecast has been proved correct! Markets have reached new highs and most economic indicators are showing continued strength. But of course, now we must look ahead to … Read more