This quarter’s issue of the “Investing with Intent” newsletter for clients and friends addresses responsible investing after the election, protecting the Amazon rainforest, investing in farming in sub-Saharan Africa, and an update on the firm’s internal racial equity work.
Long-time followers of the organic food industry have seen many of their favorite companies bought out by corporations that do not share their values. General Mills bought Annie’s a decade ago. Dairy brand Horizon Organic is now owned by the global investment firm Platinum Equity. Kellanova (formerly Kellogg’s), Colgate-Palmolive, Clorox, Coca-Cola, and PepsiCo are also
The stock market finished second quarter higher with large-company stocks up 4.3%. Small-company stocks finished lower, down 3.3%, and foreign stocks were also down 0.4% for the period. Bonds were up 0.5% as traders weighted the probability of Federal Reserve (Fed) interest rate cuts later this year. The stock market has been supported by a
LocalCode Kansas City is a Black woman-owned, regenerative real estate development company based in the east side of Kansas City, Mo. The company, co-founded by Ajia Morris, an attorney, real estate developer, mother of four, and longtime resident of the east side’s urban core, was created to directly address the city’s intergenerational racial wealth inequality
This newsletter, “Investing with Intent,” is distributed to clients and friends of Natural Investments, PBLLC (NI). NI is an investment adviser registered with the SEC.
In March, the Securities and Exchange Commission (SEC) voted to require companies to disclose climate risks for the first time in American history. This regulatory mandate comes after three years of intense advocacy and more than 24,000 public comments. It confirms what sustainable investors have long known: that environmental practices, and carbon emissions in particular,
Real estate is an asset class that generally appreciates in value and offers owners the ability to leverage equity for additional capital. Even with the risk of tying up money in an immovable asset and the maintenance costs associated with it, home ownership is still one of the primary wealth-building tools for Americans. There is
The stock market performed well over the first quarter with large-company stocks rising 10.6%, small-company stocks up 5.2%, and foreign stocks up 5.7%. Bonds, broadly measured, lost ground ending modestly down 0.4%. The U.S. economy is holding up well, and that’s a challenge for the Federal Reserve. The pandemic economic shock prompted a swift and
American consumers lost more than $10 billion to fraud in 2023. Read that again.
Money is consistently one of the leading causes of mental health stress, according to the survey “Stress in America” by the American Psychology Association. This sense of unease can be even more overwhelming for those of us who identify as highly sensitive. Highly Sensitive Money is a new podcast that offers resources to highly sensitive
Registered Investment Advisors (RIAs) specializing in sustainable and impact investing welcomed the SEC’s approval of its climate-risk disclosure rule but hope to see more disclosure requirements down the line. Michael Kramer, Trust Steward and Manager at Natural Investments, called the rule “historic” and “absolutely warranted” to help better inform clients.
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