Investment Research

Jack’s Interview on KPOV – discussing SRI

A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And, unfortunately, the main misconception … Read more

Millennials, the most “Responsible” generation?

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

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

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

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