Towards a Better Future Part II – Women and Finance
Through the process of researching the best way to bring socially responsible investment portfolios to the forefront at our firm we have been pleasantly surprised to see gender become a…
Towards a Better Future – Values Investing
Over the past 18 months or so we have been re-engaging in research to further our desire to invest in as socially responsible a way as possible. Our main concerns…
Politics
At a recent conference in Beaver Creek I met Tim Pawlenty, Republican former Governor of Minnesota and brief candidate for President. At the risk of revealing my political leanings, I…
The Secular Bear Market Revisited
As we continue to look for the best ways to invest, it is an opportune time to communicate again regarding the long term trends we see that help form our…
The Long Road to Nowhere & Devaluation
In this article we will look back and then forward. There are notable aspects to the past year, but an ending that was remarkably unchanged. Then, more importantly, we turn our…
Painful Transition
We are becoming more and more convinced that the next three to five years will be volatile for investors (and also opportune). The world is in a period of economic…
Volatility is Back
As if on cue from our last quarterly commentary, risk and market volatility took the forefront in the past quarter. Last quarter we wrote about the fact that the world…