Insights - Page 11 of 27 - Natural Investments

Investing with Intent – Spring 2026

This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—exploring affordable housing for Hawaiian Natives, shareholders filing lawsuits with major corporations in reaction to SEC no-action guidelines, and more. Follow the stories below in our lastest issue. Puʻuhonua O Waiʻanae: A Village Without a Place No More by Kulu Maphalala Bringing the Wisdom of the Three Sisters into Financial Services by Diana Yáñez Why a Perpetual Purpose Trust Model Works for Sustainable Investing Firms by Carrie

Natural Investments April 8, 2026

Five Ideas for Investing in Gender Equality

As responsible investors who care about women and investing in gender equality, where should we focus the most attention? Are there ways that investors and the industry-at-large could be more intentional in “divesting from the patriarchy,” and becoming better allies of women in our struggle for equality and liberation? What opportunities excite us the most if the desire is to make a bigger impact on women’s issues?

Nicole Middleton Holloway January 9, 2023

How to Consider Climate Change Risk on Real Estate

When I wrote “Location. Now More Than Ever” in 2016, the cliché about “location, location, location” still referred to issues like good schools, close to work, and near family. Clearly these are still important criteria in real estate, but now add to the list: is it a region with high or low climate change risk?

Christopher Peck January 9, 2023

Investing News – Winter 2023

In top Winter 2023 investing news, the SEC charged Goldman Sachs a $4 million penalty for failing to follow policies and procedures involving ESG investments.

Natural Investments January 9, 2023

Stock Market Report – Winter 2023

The stock market rebounded during the fourth quarter, though still ended lower over the year. The outlook for 2023 hinges on continued Fed rate hikes.

Scott Secrest January 9, 2023

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.

Kirbie Crowe January 9, 2023

Investing with Intent – Fall 2022

Sustainability and the Name Game by Sylvia Panek, AIF® Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In the News – Fall 2022 Download

Natural Investments November 27, 2022

In the News – Fall 2022

HOW MONDRAGON BECAME THE WORLD’S LARGEST CO-OP The Mondragon Corporation, a collection of more than 90 co-ops that employ approximately 80,000 people, is an interesting case study in Spain. The industrial-sized conglomerate owned by its workers suggests an alternative future for capitalism. The New Yorker ADDRESSING POVERTY THROUGH HYPERLOCAL INVESTING Racist lending policies in the 20th century still

Natural Investments November 27, 2022

Market Report – Fall 2022

To the vexation of investors everywhere, the market slide, which began in January, continued through the third quarter. U.S. large-company stocks were down 4.9%, small-company stocks were off by 2.2%, foreign stocks slid 9.4%, and bonds lost 4.8%. Decelerating economic growth began in early 2022. A decrease in growth does not ordinarily accompany rising inflation,

Scott Secrest November 27, 2022

Shareholder Advocacy Review – Fall 2022

Our Moment Anyone who’s been a sustainable and responsible investor for more than 30 years, long before it was popular, knows how difficult it’s been for the approach to gain mainstream acceptance. We’ve all watched with great pleasure as more and more investors have increasingly aligned their investments with their values, but it took quite

Michael Kramer November 27, 2022

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

Kirbie Crowe November 27, 2022