A Registered Investment Advisor
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...
2019 Outlook

2019 Outlook

After a wild 4th Quarter in the markets the S&P 500 index ended down -4.4 for the year, it’s worst return since 2008. As is usual, the short term outlook is murky. LPL Financial along with all other investment firms attempt to provide a bit longer view with their...
Another Report Confirming the Value of ESG

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...