Market Commentary – Q4 2025
4Q 2025 Market Commentary - Everything Everywhere All at OnceDownloadEconomic Overview – Q4 2025
4Q 2025 Economic CommentaryDownloadMarket Commentary – Q3 2025
The Little Engine That Could - Or Runaway Train Cover +3Q Maket Commentary 10.2025DownloadEconomic Overview – Q3 2025
Economic Commentary Q3 2025 (1) FINALDownloadWasmer Schroeder Quarterly Bond Market Overview 3Q 2025
3Q 2025 Wasmer Schroeder_ Quarterly Bond Market OverviewDownloadGeorge Gay Honored with 2025 Joan Bavaria Award
To commemorate this achievement, we are sharing the award submission article (below) that showcases the extraordinary qualities that distinguish George as a remarkable leader in the field of values-aligned finance. Press Release Here: US SIF & Trillium Asset Management announce George Gay as winner of the 2025 Joan Bavaria Award George Gay An Innovator and [...]
Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies
Read the Full Article Here. As the Silent Generation and Baby Boomers approach the stage of life where wealth transfer becomes imperative, it is essential to focus on wealth preservation while bearing in mind your heirs’ interest in values-aligned investing. By 2029, Millennials are expected to propel the impact investing market to an extraordinary $1.3 [...]
A Triumph for our Values-Aligned Direct Index Solution
For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]
