Investment Consulting

Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you.…

After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015 to raise rates. Since then the Fed has made…

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can…

As we touched on in our last piece, “Setting the Sustainable Stage,” degrees and kinds of “doing good” are often in the eye of the beholder. How do we measure…

If you read the business or financial news then recent headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what…

If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want…

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being…

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve had lowered the target federal funds rate to near-zero hoping to resuscitate the…

Overall market temperatures have been so mild for so long, many newer investors have yet to weather a perfect market storm. Even if you have, you may have forgotten how…