This debt ceiling nonsense appears to be a manufactured crisis, which could and probably will be resolved pretty easily, and the best approach for all of us is to remain invested in our long-term portfolios.
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Last week, our friends at the sustainability-oriented non-profit Ceres announced a new initiative — “Freedom to Invest” — to push back against the anti-ESG movement. On behalf of Horizons, and all of our clients, I gladly signed on.
March has been a wild and wooly month so far, with high volatility continuing to roil the global stock markets and central banks continuing to put pressure on bond markets. But the most interesting story of the last couple of weeks — and the one that’s sparked the most conversation with clients — is sudden turmoil in the banking industry.
Going “all-in” on the transition to a renewable energy economy now is the key to a secure, stable, and environmentally sustainable future.
After twenty-five years with the company, Founding Partner Kimberly Griego-Kiel has resigned her positions as CEO and Chief Compliance Officer of Horizons Sustainable Financial Services, Inc., effective December 31st of this year.
This year, in the push and shove of the turbulent markets, some mutual fund managers were not able to balance out gains and losses the way they might have liked, so those funds are planning rather large capital gains distributions.
Our friend Sonia Kowal, President of Zevin Asset Management, recently posted this statement on the crisis that’s unfolding in Ukraine. We have been trying to write something to express our dismay and heartbreak — but Sonia’s words here capture our thoughts exceedingly well. Thank you, Sonia, for allowing us to…
With the recent rapid growth of Horizons Sustainable Financial Services, we now find some opportunity and some necessity to expand leadership and re-define some responsibilities within the Santa Fe headquarters. Founding Partner Kimberly Griego-Kiel, MBA, AIF®, will more closely focus the majority of her attentions on the parts of the...
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Over the last year or so, there have been a flurry of big transactions in the financial services world. It seems like every time we turn around, some big Wall Street firms are buying one another, investment banks are buying client service companies, massive brokerage firms are “merging”, and so…
The last month has been close to the wildest ride of my professional life. I have to rank it right up there with my experience of working with my clients and the world in the days following the terrorist attacks of 9/11. I don’t say that lightly. It dawned on…
In two recent episodes of our Deep Impact Investing Podcast — Episode 17 and Episode 20 — I’ve talked about a list of thirty things we all can do to make the world a greener place. Here’s the full list: 1. Footprintcaclulator.org: How many earths does it take to…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
