Our Latest Thoughts

This report features world capital market performance and a timeline of events for the past quarter and the entirety of 2020.

If 2020 has ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.

This report features world capital market performance and a timeline of events for the past quarter. We also weigh in on the question, "Is Value Investing Dead?"

6% of S&P 500 companies are led by women CEOs. And yet, the studies show women in leadership can lead to higher profits and rising stock prices.

Yesterday marked the first day Apple and Tesla, two company names that have dominated headlines and market indices, began trading post-stock split. So, what is a stock split, and what does it mean for investors?

With both major parties’ national conventions in our rearview mirror, many investors’ heads are spinning with endless prognostications on the upcoming election and what it might mean for their investments. It is tempting to draw a direct connection between who is in office and what will happen in the market. But the reality is, the connection is just not clear.