Quarterly Market Commentary: September 30, 2021 INTEREST RATES MOVE HIGHER U.S. stocks were tracking to another strong quarter through July, August, and most of September. At one point, U.S. stocks […]

Cyber Security Threats Cybercrimes are on the rise. Cyber criminals are taking advantage of the ever-increasing amount of data that is available online to help them carry out criminal activity. […]

July 2021- STOCKS AND EARNINGS REBOUND WITH REOPENINGS U.S. stocks returned 8.23% in the quarter adding to the exceptional rebound in stocks since the pandemic lows in March of 2020. […]

AMERICAN RESCUE PLAN OF 2021: RECOVERY REBATES With new administration comes new tax legislation. Economic stimulus and relief from the ongoing COVID-19 pandemic is the intention of the American Rescue […]

April 2021- STOCKS UP Stocks continued to grind higher in the first three months of the year. U.S. stocks returned 6.34% in the quarter. One year stock returns are particularly […]

Positive Impact Spotlight: 2020 Annual Report Executive Summary 2020 saw the greatest inflows into sustainability investment strategies of all-time. Sustainable investing assets under management grew 42% to $17.1 trillion. Sustainable […]