This quarter’s issue of Investing with Intent examines how values-aligned investing is responding to today’s political, economic, and regulatory shifts—challenging the radical changes proposed at the Securities and Exchange Commission, offering a primer on socially responsible investing, and as well as a hearfelt appreciation for a pair of long-time NI advisors taking their next chapter to retirement.
Gratitude to Andy Loving and Susan Taylor
A Socially Responsible Investing Primer by Diana G. Yáñez, CFP®, RLP®
Challenging a Radicalized SEC by Michael Kramer
Market Commentary – Fall 2026 by Kulu Maphalala
