Is Your Portfolio “Sustainable”?

Is Your Portfolio “Sustainable”?

Sustainable investing in all its forms is surging.   As you can see in the chart below, over $100 billion has flowed into sustainable fund strategies over the past few years, with more than $50 billion added just in 2020. It is a staggering amount, with momentum...
Fear and Greed

Fear and Greed

It is said that fear and greed impact investment markets. Investors recognize that too much fear can cause stock prices to sink too low and too much greed can push prices too high.  CNNMoney calculates a Fear and Greed Index that tracks how emotions impact the...
Estate Planning for Digital Assets

Estate Planning for Digital Assets

Now more than ever, we live much of our lives online. The proliferation of technology and web-based services has greatly increased our digital footprint – with elements of our social, financial, professional, and consumer lives being played out on the web. The result?...
The Strength and Weakness of the Dollar

The Strength and Weakness of the Dollar

If you turn on the news, it won’t be long before you hear someone mention the “strong dollar.” But what does that mean, and why does it matter? Today, we ask Robertson P. Breed, CFA®, a Portfolio Manager and member of our investment team, for some background and...