Flight to Money Funds Is Adding to the Strains on Small Banks
“The bottom line is, deposits were really taken for granted for a very, very long time because of the zero interest rate environment, and now that’s completely changed.” Joseph Plevelich, our senior research analyst is interviewed by Bloomberg regarding the current...
Is it Time to Rethink your Investment Strategy
Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...
Fight Climate Change With Your Investments
“A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.” Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net...
Rebooting Capitalism Podcast – ESG Investing with Matthew Blume
Episode #35 — ESG Investing with Matthew Blume In this episode Matthew gives us the lowdown on ESG investing, ESG rated funds, and the various socially responsible investing options. He touches on which companies face more pressure to be transparent in their ESGs,...