Investing with Intent – Summer 2022

Native Land Taxes Reclaim Rights, Power, and the Environment by Kulu Maphalala

A Q&A With Financial Behaviorist Jacquette Timmons by Carrie Van Winkle, CFP®

Cryptocurrency for Socially Responsible Investors by Brady Quirk-Garvan and James Frazier, CFP®

Shareholder Advocacy Review – Summer 2022 by Michael Kramer

Market Report – Summer 2022 by Scott Secrest, AAMS®

In the News – Summer 2022

 

Download a full PDF copy here: Investing with Intent – Summer 2022

Continue Reading

Shareholder Advocacy Review – Summer 2022

Government Advocacy

Our engagements with lawmakers this quarter focused on deforestation, climate change risk, and workers’ rights. We signed a collaborative investor letter facilitated by Domini Investments in support of the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which prohibits access to U.S. markets for commodities that originate from illegally deforested land. The bill criminalizes illegal deforestation, increases transparency in reporting companies’ international supply chains, and provides a federal government purchasing preference for deforestation-free products.

Continue Reading

Native Land Taxes Reclaim Rights, Power, and the Environment

One of the most prevalent tools of colonialism has been the removal of land and natural resources from the hands of Indigenous peoples. This has led to the cultural, social, and spiritual disenfranchisement of Indigenous peoples and, as Native methods of land stewardship vanish, wide-ranging environmental effects are harming both Native and non-Native communities.

Continue Reading

Market Report – Summer 2022

Stock and bond markets were down sharply over the second quarter as inflation flared.

During the second quarter, large-company stocks fell 16.1%, small-company stocks dropped 17.2%. Foreign stocks were down 14.5%, and even bonds lost ground, falling 4.7%. In the first half of 2020 as the pandemic took hold, the U.S. economy technically slipped into a steep, yet brief, recession. The U.S. government and the Fed responded quickly with interest rate cuts and economic stimulus programs, both designed to spur the economy. The plan helped to avoid what could have been broad economic calamity in the U.S. The economy rebounded and was recovering at a rapid pace by the end of 2020, and that momentum carried all the way through 2021.

Continue Reading

In the News – Summer 2022

1. SBA FINALLY MEETS DEI The U.S. Small Business Administration’s 2021 report showed that only 18% of early-stage business loans went to women-owned firms, 8% to Hispanic-owned businesses, and 5% to Black-owned businesses. Pre-pandemic numbers were just as bad. Last month the SBA announced additional enhancements to Section 7(a) funding that should help improve its ability to meet “diversity, equity, and inclusion” (DEI) goals.
Main Street Journal

Continue Reading

A Q&A With Financial Behaviorist Jacquette Timmons

Jacquette Timmons works as a financial behaviorist committed to helping people manage choices around money. She is the author of “Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate” and hosts of one of my favorite money podcasts, “More Than Money.” Jacquette is a much-loved speaker, and her work has been featured on SiriusXM, Good Morning America, Oprah.com, CNN, HLN, FOX, Black Enterprise, NPR, Reuters.com, Wall Street Journal and Family Circle. She lives in Brooklyn, NY. You can find her at jacquettetimmons.com and listen to the entire one-hour interview at carriebvanwinkle.com.

Continue Reading

Cryptocurrency for Socially Responsible Investors

Cryptocurrency has become quite the hot topic in the investment world over the last few years. What’s less known, however, are socially and environmentally conscious perspectives on this new technology. After many years of observation and reflection, Brady and James got together to weigh in with their thoughts.

Continue Reading

Goodbye ‘Mother of ESG Investing’ Hazel Henderson

BY RINALDO S. BRUTOCO, Founding President and CEO of the World Business Academy. Reprinted with permission by Ethical Markets Media, LLC

IN MAY, the world lost one of the truly great humans of the last century, my dear friend Hazel Henderson, founder of Ethical Markets, author of nine books, “mother” of the field of sustainable investing, and a 37-year fellow of the World Business Academy.

Continue Reading

Market Report – Spring 2022

In a marked contrast to results over the last three years, the stock and bond markets each ended the first quarter decidedly lower. In the U.S., large company stocks were down 4.6% and smaller companies were down 7.5%. Foreign stocks were down 5.9% and bonds were lower by 5.9%. The volatility during the quarter was brought on by a slowing global economy, the anticipation of rising interest rates and military conflict in Ukraine.

Continue Reading