Market Commentary – Q2 2025
Fear to Fear of Missing Out (FOMO) by Theresa Gusman (FAFN) Cover page and Content 2025.07.28DownloadEconomic Overview – Q2 2025
Economic Commentary Q2 2025 Final draftDownloadWasmer Schroeder Quarterly Bond Market Overview 2Q 2025
2Q 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 [...]First Affirmative’s 2024 Shareholder Advocacy Webinar Replay: Making Your Investments Count
First Affirmative's 2024 Shareholder Advocacy Webinar Replay Making Your Investments Count (4)Download
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 […]
