Insights - Page 16 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

Investing with Intent – Winter 2022

Indigenous Representation Matters by Sylvia Panek, AIF® Moves to Make Before Tax Time by Kirbie Crowe, AIF®, CFP® The Deal with Donor-Advised Funds by Brady Quirk-Garvan Shareholder Advocacy Review – Winter 2022 by Michael Kramer Market Report – Winter 2022 by Scott Secrest, AAMS® In the News – Winter 2022 Download a full PDF

Natural Investments January 14, 2022

Indigenous Representation Matters

In 2007, when I worked at The Forum for Sustainable and Responsible Investment (US SIF)— The national association for socially responsible investing (SRI) firms and professionals—I became the staff liaison for the Investors and Indigenous Peoples Working Group (IIPWG). One of IPWG’s main campaigns at the time was asking companies and investors to pressure the

Sylvia Panek January 14, 2022

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

Kirbie Crowe January 14, 2022

Invested In Racism – Asset Manager Woke-Washing

So you have money invested with Vanguard, BlackRock, State Street, or Fidelity, and you recently heard that these Asset Managers have failed to utilize their power as large shareholders of publicly traded companies to address structural racism. You don’t want your money held at, or managed by a Company that is supporting voter suppression and

Nicole Middleton January 14, 2022

Shareholder Advocacy Review – Winter 2022

We finally get to take some victory laps! After years battling the previous administration, we are finally seeing executive branch actions that roll back its archaic rules and guidance that clearly benefited corporations and not investors. SUCCESSES The Securities and Exchange Commission (SEC), for example, recently issued new guidance addressing the criteria by which shareholders

Michael Kramer January 14, 2022

The Deal with Donor-Advised Funds

After wrapping up another season of end-of- year requests from non-profits, it seems to make sense to take a broader look at philanthropy and charitable giving. Philanthropy in the U.S. is a massive undertaking. In 2020 Americans gave $471 billion to charitable causes. That is almost the same amount the federal government generally spends every

Brady Quirk-Garvan January 14, 2022

In the News – Winter 2022

1: DESPITE SPILLS AND AIR POLLUTION, FOSSIL FUEL COMPANIES AWARD CEOS FOR ENVIRONMENTAL RECORDS Executive bonus programs at fossil fuel companies, meant to encourage better environmental practices, evolved to allow firms to award executives full bonuses even in years with major environmental damage or total emission increases. Washington Post 2:NAVIGATING THE THICKET OF ESG METRICS

Natural Investments January 14, 2022

Market Report – Winter 2022

The stock market ended the final quarter of the year with some measures higher and some measures lower, though for the year markets were solidly higher. For 2021, large company stocks rose 28.7%, small company stocks rose 14.8%, and foreign stocks were up 11.3%. Domestic bonds for the year were down 1.5 percent. The initial

Scott Secrest January 14, 2022

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

Kirbie Crowe December 20, 2021

Investing with Intent – Fall 2021

Wall Street Wakes Up to SRI by James Frazier Capitalism: Reformation or Revolution? with Carrie VanWinkle A Conversation: Ebony Perkins of Self-Help Credit Union with Brady Quirk-Garvan Shareholder Advocacy Review – Fall 2021 Market Report – Fall 2021 In the News – Fall 2021 Download a full PDF copy here: Investing with Intent – Fall

Natural Investments October 19, 2021