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Tariff Temper Tantrums

By Diversification, Due Diligence, Fiduciary, Financial Planning, Investment Strategy, Leadership News, Politics, Public Policy, Tariff Tantrum

Over the weekend and early on Monday, we received a flurry of messages from our clients – “What’s happening? Should we do something?” Briefly: While we certainly recognize and understand the concerns about what’s going on, we think it wise to exercise caution with respect to our clients’ portfolios right now.

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Trump’s Second First Month: Chaos Expected & Unexpected

By Diversification, Due Diligence, Environmental Sustainability, Fiduciary, Investment Strategy, Leadership News, Politics, Public Policy, Shareholder Advocacy, Social Justice, What We Do

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.

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