Two Imposter Scams to Avoid in 2024
American consumers lost more than $10 billion to fraud in 2023. Read that again.
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Private Prison Divestment Efforts Continue at Natural Investments
In May 2018, when President Trump’s “zero tolerance” immigration policy took effect, prison divestment and advocacy efforts received an explosion of public interest. Since then, the headlines have faded, but our Heart Rating continues to hold fund managers accountable. Natural Investments’ Heart Rating, which has been a fixture of our firm since 1992, is an
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New Year Financial Health Check-Up!
While physical health and wellness are often our focus during these months, don’t forget to check in with your financial health as well.
New Year Financial Health Check-Up! Read More »
Year-End Planning
With holidays around the corner, the end of the year is traditionally a busy time filled with family, friends, and planning for the year to come. This year, get a head start on year-end tasks to ensure your financial situation remains on track, and to position yourself for success in 2023 and beyond. ENSURE YOU’VE
Year-End Planning
With holidays around the corner, the end of the year is traditionally a busy time filled with family, friends, and planning for the year to come. This year, get a head start on year-end tasks to ensure your financial situation remains on track, and to position yourself for success in 2023 and beyond.
Moves to Make Before Tax Time
As you clean up the corks and streamers from New Year’s celebrations, finances may not be top of mind. With the holiday season fuss, many people forget to check on year-end to-dos in December. Good news: there’s still time to make some moves that can positively impact your 2021 tax situation and your overall financial
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Planning for the Inevitability of Loss
The past year was defined by incomprehensible loss—and for many, the losses were personal. In May, my father-in-law Bernie passed away on his 94th birthday. In the end, he said he was ready to go, but we are mourning the loss of an attentive and engaged family man who was like a second father to
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ESG: A Paradigm for Resilience
To assert that the global COVID-19 pandemic has affected almost every part of our daily lives in 2020 would be an understatement. As the one-year anniversary of the virus’s outbreak approaches, it is becoming clear that some adaptations and trends necessitated by the pandemic are likely to have lasting impacts. For instance, the rise in
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Progress on Private Prison Divestment
The private prison divestment movement has gathered great momentum since our June 2019 webinar, “Private Prison Divestment—Justice for Refugees and Migrants”. During that event, we provided an overview of the movement’s history and an update on current developments, mainly related to the family separation crisis at the US and Mexico border. In June, only two
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