The market responded enthusiastically to the first day of trading for SpaceX. Worries that it’s overpriced may have been overwhelmed by the excitement of being able to own a small piece of this fascinating company. But the concerns around environmental, social, and corporate governance issues will probably keep it out of our clients’ portfolios for the foreseeable future.
While there is abundant cause for concern in the current political and social situation, our approach has always been to look beyond the current circumstances, and to construct prudent portfolios that can survive most short-term stresses. Briefly, we believe that Trump’s cruel chaos does not create a need to make big changes to your investments at this time.
We’ve produced our first Impact Report! We hope that you’ll enjoy reading about how your investments are making the world a better place while earning competitive returns. And we hope that you’ll share this report with others, as well, to help spread the word that we can in fact do good while doing well.
After a week, it’s really beginning to sink in: Donald Trump has won a second term as President of the United States. Although public polling had been tight for quite some time, the clarity of the result this time caught many of us by surprise. Financial Planning Magazine polled “wealth…
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