The shock waves of war are working outwards from Ukraine, and like past geopolitical events and natural disasters, they have both personal and financial impacts. The apparent financial chaos created by sanctions and shutdowns is unnerving and difficult to make sense of. It is a challenge to sit still when…

Stocks fell further this week as Fed officials clearly signaled a March rate hike and stories of inflation continued to dominate headlines. Investors are recalibrating expectations for a period of slower earnings growth and higher interest rates. When we first wrote about The Impact of Interest Rates on Everything early…

The tremendous energy for racial justice that we’ve seen in the last eighteen months has created a strong foundation for investment managers to build on in their existing advocacy efforts. They engage with the companies in their portfolios with an intention to create long-term change, and not just respond to…

“To be interested in the changing seasons is a happier state of mind than to be hopelessly in love with spring.” – George Santayana January brings the annual tradition of envisioning the year ahead. For individuals, this often includes New Year’s resolutions to change patterns in their personal lives. In…

The holiday season is well underway — a time for gathering, for reflection, and for sharing traditional stories and parables that help illuminate the spirit of the season. One such story is Charles Dickens’ telling of A Christmas Carol, which recounts the redemptive journey of a miserly Ebenezer Scrooge. While…

The end of the year is often a time of reflection and gratitude, generosity, and family. Although entirely arbitrary, the end of one calendar year and the celebration of the New Year holiday hold symbolic weight as a time of new beginnings. The act of reflecting on the past year…

The market has been a roller coaster since last Friday, rising or falling by more than 1% each day as investors oscillate between optimism and pessimism. The primary culprit has been the emergence of a new COVID variant in South Africa. The cycle of alarmist headlines, rapidly shifting travel restrictions…

It’s the time of year in which charities are sending out their end-of-the-year solicitations. You sort through the stacks that land in both of your inboxes: the good old-fashioned mailbox and your email. Now that you have sorted these requests, it’s time for the hard part: where to give? Supporting…

Covid shut down a lot of businesses, at least temporarily. Many are now re-opened, and many large businesses are nearly back to normal operations. Nonetheless, the recovery in employment has lagged. October jobs numbers reflected further growth, but compared to February 2020 the economy still has 1.7 million fewer jobs…