News Room

Although we cannot know what the future may bring, reflecting on the past will allow us to make better predictions about what is to come. Based on the dot-com bubble era insights, we believe that investors, depending on their financial situations and risk/return...

“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...

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...

"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 on how...

In this episode Matthew gives us the lowdown on ESG investing, ESG rated funds, and the various socially responsible investing options.

ABC News 7 – Buffalo NY "Reason we think inflation isn't going away anytime soon is because there is a problem a lot of policy makers are not discussing," said Strauss. "The debt to Gross Domestic Product (GDP) ratio of the US economy and global economy is higher than...

As an advisor focused on sustainable investing, this expansion in ESG data has allowed us to go even deeper in our understanding of ESG risks and opportunities and has enhanced our ability to customize client portfolios and ensure that they align with client values....

If you’re new to investing and interested in putting your money into causes you care about, socially responsible investing (SRI) may be a good option. Over the past few years, a heightened public focus on issues like the climate crisis and environmental... Read More...

Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has partnered with Self-Help Federal Credit Union to provide much-needed capital to underserved neighborhoods in Chicago.

Pekin Hardy Strauss Wealth Management is partnering with Self-Help Federal Credit Union to offer a 24-month, 0.60% interest CD that will provide capital to underserved and under-banked communities in Chicago.

CHICAGO, Illinois: Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has been recognized by B Lab as a 2019 Best For The World Honoree in the categories of Changemaker and Customers. Pekin Hardy Strauss ranked in the top 10 percent...

Matthew Blume discusses shareholder advocacy in Financial Advisor Magazine.

A shareholder resolution filed by Pekin Singer Strauss Asset Management, advisor to the Appleseed Fund (APPLX, APPIX), has yielded a commitment from Titan International (TWI) to increase its board diversity. Pekin Singer Strauss, an independent financial advisory firm, requested that Titan, a leading manufacturer of off-road wheels and tires, issue a report outlining specific steps being taken to increase diversity among its board of directors, and an assurance that it will continually assess the effectiveness of those efforts.

CHICAGO–(BUSINESS WIRE)– A three-year shareholder advocacy effort led by Pekin Singer Strauss Asset Management, on behalf of Appleseed Fund (APPLX), has yielded a sustainability report from energy services company Nabors Industries Ltd. (NBR). Nabors published its first-ever sustainability report in December focused on its fiscal year 2014 oil and gas drilling operations, and containing additional environmental, social and governance disclosures. The report provides transparency about the risks the company faces, said Matthew Blume, Pekin Singer Strauss manager of shareholder advocacy. It also confirms that Nabors’ management recognizes the importance of a sustainable operation and its duty to communicate with its shareholders.