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It’s Not Easy Being Green: Finding Your Way Through Values-based Investing

The good news: investors are starting to care more about the implications of their investment decisions beyond their own portfolios. The bad news: there is a ton of confusing information out there about Sustainable, Responsible, and Impact (SRI) investing.

Along for the Ride: Or How I Learned to Stop Worrying and Love the Market, Part 3 of 3

Part 3 of a 3-part series Despite all the good it did, the dangers of government economic stimulus are manifest today. Let there be no doubt—we are in a pivotal moment.

Along for the Ride: Or How I Learned to Stop Worrying and Love the Market, Part 2 of 3

Part 2 of a 3-part series Macroeconomics is confusing. It’s subtle. It moves. COVID—one of the biggest exogenous events of the last 100 years—sends shockwaves through almost every country on earth.

Along for the Ride: Or How I Learned to Stop Worrying and Love the Market, Part 1 of 3

Part 1 of a 3-part series Lately, every client conversation we have been having starts with, “What is happening with the market? Will it get worse?”

Jennifer Kirby Earns Chartered SRI Counselor™ Designation

(I’m Going Down to) Alphabet Street: Making Sense of the Tasty Soup of Equity Compensation

Congratulations. You receive the offer letter from Company X. It says some blah blah about stock, or options, or units, or whatever. You barely read it. You are super excited. You immediately call your mom. You dance around the living room. You post about “being blessed” on social.