Investment Research
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Millennials, the most “Responsible” generation?

Renewable Energy

An emerging trend among millennials shows a desire to use their money to support causes that bring about change. A recent report by Nuveen Investments from their Annual Responsible Investing Survey found that the vast majority of millennials (92%) say “I care more about having a positive impact on society than doing well financially.” Among … Read more

Top Company rankings related to Conflict Minerals in the DRC

I first heard of the issues surrounding mining in the Democratic Republic of the Congo (DRC) at my church nearly a decade ago. Valuable minerals, also known as conflict minerals in this region, are controlled and manipulated by all sides in the DRC’s ongoing civil war. The innocent civilians of the country are the victims … Read more

You might be surprised where $1 in $5 is invested!

Demand from investors is driving significant growth in sustainable, responsible and impact (SRI) investments. More than one in every five dollars of professionally managed assets in the US incorporates environmental, social and governance (ESG) factors. A recent article from CEO Lisa Woll of the US SIF (The Forum for Sustainable and Responsible Investment) highlights this … Read more

Reasons to Own Stocks as Markets Hit New Highs

As markets hit new highs at the close on Monday, the timing of providing this mid-year outlook seemed appropriate. Many have raised questions about continuing to own stocks when returns this year have already reached the high end of most forecasts. LPL addresses this concern and provides other solid factors pointing towards the possibility of … Read more

#1 Reason Advisors don’t offer SRI

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

Market and Economic Outlook for 2017

Happy New Year! Below is a summary of LPL Financial’s economic and market outlook/forecast. You can follow the link to view the entire piece. This broad view provided by LPL is very similar to the majority opinions of most investment firms. I hope that the information will help you gain a general perspective on the … Read more