Sustainable Investing – Seeking a Lower Carbon Path

…incorporate investments that meet both their financial and sustainability objectives. End Notes 1 https://www.blackrock.com/corporate/investor-relations/larry-fink-ceo-letter 2 https://academic.oup.com/rfs/article- abstract/33/3/1067/5735302 3 https://www.thebalance.com/a-short-history-of- socially-responsible-investing-3025578 4 https://www.wsj.com/articles/esg-funds-draw-sec-scrutiny-11576492201 Disclosures This material is solely for informational purposes…

Market Update

…the beginning of the pandemic, sets the foundation for all interest rates from home mortgages to corporate credit. The Federal Reserve is planning to increase rates incrementally over the coming…

Don’t Wait Outside of the Storm

…out if you have questions or would like to discuss your own situation. [1] https://www.barrons.com/articles/bofa-recession-soft-landing-economy-f2ce2c1e [2] https://gasprices.aaa.com/ [3] https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 [4] Strategas Disclosures This material is solely for informational purposes and…

Inflation – Federal Reserve Enemy #1

…the “stickier” components of inflation, such as wages and rents, starting to rise. Although the July inflation report showed a slight moderation in the annualized rate of inflation (declining from…

Educating the Next Generation – Investing

…of publicly available information about companies, especially for large U.S. companies. However, having someone young present a case for why one company is likely to be a good investment can…

When a Duck is a Duck

…present day using prevailing interest rates.  As interest rates fluctuate, so too does the present value of those future dividends. An increase in interest rates means an investor will be…

Stop Watching the News

…mind. End Notes 1 https://www.americanpressinstitute.org/publications/ reports/survey-research/americans-news-consumption/ 2 https://animals.howstuffworks.com/ animal-facts/dangerous-moose.htm 3 https://en.wikipedia.org/wiki/Shark_attack#targetText=In%20the%20United%20States%2C %20 even,than%201%20in%20264.1%20mil Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to…

Opportunities in Down Markets

…repeatedly, that while crises come and go, mankind and the market demonstrate resilience and progress. Diversification may feel irrelevant when every asset class, sector, and subsector of the market are…