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
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
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
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
More and more we’ve been using cash value, whole life insurance as an addition to clients’ investment portfolios. The reason for this isn’t that the age-old industry of life insurance
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
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
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
Nothing seems to be able to slow down the current stock market uptrend. Not sovereign debt worries, not increased global strife, not earthquakes debilitating one of the world’s largest economies,
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