Blog

Uncommon Conversations: Rich and Timely

By Patricia Farrar-Rivas, CEO

A while ago, I had a provocative conversation with two good friends, Rha Goddess and Jessica Norwood, about how many of the issues we face in our country stem from inequality, lack of inclusion, and biased narratives around people of color. By the end of the conversation, we all recognized these types of reflective conversations are vital in moving us toward inclusivity.

Economic Update Q1 2017

by Jane Swan, CFA, Senior Wealth Manager

Equity market returns in the first quarter were very strong. Investors were seemingly unfazed as political commentators vacillated between exuberance and doubt over the potential for the Trump presidency to advance tax cuts and other pro-business policies.

Economic Update Q4 2016

by Jane Swan, CFA, Senior Wealth Manager

As the market adjusts and tries to make sense of the results of the U.S. election, financial markets have been mixed.

Analyzing The Phenomenal Growth Of Impact Investing

By Michael Lent, Partner, CIO

US SIF: The Forum for Sustainable and Responsible Business released its 2016 Biennial Report on US Sustainable, Responsible and Impact Investing Trends, and there was much good news in it.

Economic Update Q3 2016

by Jane Swan, CFA, Senior Wealth Manager

In an election year with no shortage of drama and surprises, the market has been relatively calm and steady. Market volatility often increases during an election year as uncertainty looms over the potential market impact of a new administration.