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Is Values-Based Investing Right for Your Organization?
Values-based investing has benefitted investors by allowing them to reflect their organization’s mission, beliefs and values in their investment portfolios….
June 2024 Market Commentary & Outlook
The second quarter came to a close with US stocks continuing their positive run and gaining over the month despite…
5 Steps to Evaluate if Values-Based Investing is Right for Your Nonprofit or Association
Values-based investing — like socially responsible investing (SRI) and Environmental, Social, and Governance (ESG) investing — has gained significant traction…
May 2024 Market Commentary & Outlook
May ended on a much better note than April, with both stocks and bonds rebounding nicely over the month. Domestically,…
March 2024 Market Commentary & Outlook
March kicked off with a strong jobs report followed by data showing that inflation was still sitting above the Federal…
Investment Insights: Historic Levels of Concentration in the Market
Raffa takes a deeper look at how a handful of technology stocks have come to dominate the US stock market…
April 2024 Market Commentary & Outlook
April was a challenging month for both stocks and bonds as US stocks posted their first monthly loss since October…
February 2024 Market Commentary & Outlook
US Stocks led the way through February with several indices crossing all-time highs throughout the month. Corporate earnings season has…
January 2024 Market Commentary & Outlook
2024 is underway, and the New Year kicked off to a turbulent start as stocks stumbled out of the gates…
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