Insights - Page 12 of 28 - Natural Investments

2026 Impact & Public Benefit Report

The 2026 Impact & Public Benefit Report outlines how Natural Investments creates positive social, environmental, and economic outcomes through its investments, internal practices, and industry advocacy. It showcases data and stories about our firm’s impact on communities, our work to advance a more just form of capitalism, and our leadership in promoting racial equity and inclusive ownership. Download the full report. Annual Company Letter: The Era of Resistance and Resilience by Michael Kramer 2026 Sustainable And Responsible Impact 2026 Shareholder Advocacy Highlights by Michael Kramer

Natural Investments July 17, 2026

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

Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI

Sylvia Panek November 26, 2022

Electric cars charging at a charging station. 3d rendering

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals

In the last issue of “Investing With Intent,” Brady Quirk-Garvan and James Frazier wrote about cryptocurrency for socially responsible investors. In this article, Ryan Jones-Casey articulates the myriad considerations associated with the rise in demand for electric vehicles, and the parallel rise in demand for the minerals required in current battery technology. While the mining

Ryan Jones-Casey November 26, 2022