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 [...]
Market Commentary – Q1 2025
By Theresa Gusman The Future is not what it used to be1 Overview Over the past two years, the US equity market enjoyed a long, steady march higher, with the S&P 500 climbing 25% in 2024 following a 26% gain in 2023. In stark contrast, 2025’s year-to-date period has been a rollercoaster. The [...]
Economic Overview – Q1 2025
By Rich Frankel Section Overview Section 1: US Gross Domestic Product Before Entering the discussion of US GDP, it should be noted that the most recent release from the United States Bureau of Economic Analysis states that in 4Q2024, the growth rate for US GDP is 2.4% from the previous quarter. While this is below […]
Wasmer Schroeder Quarterly Bond Market Overview 1Q 2025
Reimagining Global Trade (and the Volatility That Goes Along with It) By John Majoros, Senior Portfolio Manager and Head of Taxable Strategies This year started with much promise. The new administration's focus on business and growth overshadowed the background talk of tariffs and trade wars and the implications for inflation and economic growth. Fast forward [...]
Advocacy and Impact – Q1 2025
Shifts in Engagement and Dialogue Calls In 2025, corporate engagement is adapting to a changing regulatory and political landscape. With a new administration in office, companies are demonstrating caution in making firm commitments during dialogue calls, a shift likely influenced by evolving priorities and uncertainties around policy direction. While many organizations reaffirm their commitment to […]
Shareholder Advocacy Annual Review
Join Kaitlyn Mitchell, Shareholder Engagement Coordinator at First Affirmative, for an in-depth look at how we're driving corporate responsibility through strategic shareholder advocacy. In this 30-minute podcast, learn how we shape shareholder engagement into meaningful environmental and social impact, and how our engagement approach is shaping corporate behavior. You'll learn about: - First Affirmative’s proxy [...]
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 […]
10 Reasons Why a Direct Indexing Solution Can Help You Grow Your Practice
Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy. By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]
