Insights - Page 23 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

Mitigating Our Carbon Impact

In the last year, the climate crisis seems to have finally gotten its due in mainstream culture. The deniers are still dishing distractions, but the voices for change are now front and center. Perhaps Greta Thunberg’s sailboat journey to the United Nations was the turning point? Was it the asset manager BlackRock finally making a

Christopher Peck April 22, 2020

Market Report – Spring 2020

Nowhere in any of the 2020 economic outlook reports was there any mention of a global pandemic, yet here we are. While journalists from sensible corners of the news media world have for years issued warnings about the health and economic risks of pandemics, the prospects for such an event seemed distant and abstract to

Scott Secrest April 20, 2020

Prudence in Times of Uncertainty

A letter to our clients: After over 10 years of an upwardly trending stock market, the moment for severe volatility has finally arrived. It’s always difficult to predict the conditions that will cause a mass sell-off of equities, but in our 35 years of financial advising we’ve seen a variety of precipitating causes for downturns,

Natural Investments March 12, 2020

In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHTS Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be

Natural Investments January 20, 2020

Investing with Intent – Winter 2020

Investing with Your Values by Carrie Van Winkle A Hard Reckoning for Capitalism by Michael Kramer Returning to the South: Part 2 by Tiffany Ann Brown Market Report by Scott Secrest In the News Investing With Intent: Winter 2020 (PDF)

Natural Investments January 20, 2020

A Hard Reckoning for Capitalism

We’re witnessing a watershed moment in history that will redefine the parameters of our global economic system. The traditional capitalists who created this system believe the sole purpose of business is to make money regardless of the cost to our environment, people, or the rule of law. This short-termism ignores the consequences of corporate practices

Michael Kramer January 20, 2020

Market Report – Winter 2020

The U.S. stock market closed the year with significant gains. Large company stocks in the U.S. were up 31.5%, small company stocks rose 25.5%, and bonds returned 8.7%. Foreign stocks were also up, rising by 22%. When we entered 2019, the stock market had just endured steep losses in December 2018, the worst December for

Scott Secrest January 20, 2020

In the News – Winter 2020

1: TAKE ACTION NOW TO PROTECT SHAREHOLDER RIGHT Although a recent Senate Banking Committee oversight hearing excoriated SEC Chairman Jay Clayton about the agency’s proposed rules to curtail the rights of shareholders and proxy advisory firms to advocate for corporate policy changes, the SEC is pressing forward. Any investor who believes shareholder rights should be

Natural Investments January 20, 2020

Investing with Your Values

It can be overwhelming to think about the ways that our values and money interact in our lives. Some people might know they want their money to create positive impact but feel unsure of where to start. Unless we bring intention and clarity to our money life, the money flowing through our lives may be

Carrie Van Winkle January 20, 2020

Returning to the South: Part 2

This article is the second of a two-part series by Tiffany Brown exploring the racial wealth divide across the Deep South. The Legacy Museum in Montgomery, Alabama tells the story of stolen people, enslavement for free labor, the premature withdrawal of federal troops after Emancipation, and the lack of enforcement of the Civil Rights Act

Kate Poole January 20, 2020