Recent Articles

It is clearly time for me to comment on the BP disaster, one of the worst environmental accidents the world has faced. My personal feelings of supreme dismay and outright nausea aside, these comments are focused on the relationship, past and present, between BP and the sustainable and responsi...

The market has now entered into its first "correction" (a 10%+ pull back from recent highs) since the bull market began about 14 months ago. Painful memories are still fresh from 2008. What now? What is the correct response to a correction?

First, let me say what I think is going on...

Just before 3 pm on Thursday, May 6, the common shares of Proctor & Gamble* seemed to have fallen 37%. The rest of the market followed quickly, and in just over 20 minutes the Dow Jones Industrials^ fell just shy of 1,000 points. Never before has the market fallen that far, that fast. I...

At one of my recent client lunches one of my clients asked whether there are viable “community bank” alternatives to the “mega banks” where she could bank conveniently and still feel good about her money. The question has come up often in my discussions with people sinc...

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A few months ago we asked for advice or input on priorities for shareholder advocacy. The five issues that rose to the top of the list included climate change, human rights, executive compensation, environmental health and access to healthcare and drugs. We have been quite bu...

Among Elite Group of Leaders Attending 20th Annual SRI in the Rockies Conference

Leading investment conference highlights industry trends in sustainable and responsible investing

Tucson, AZ-November 3, 2009

SRI in the Rockies...

Let’s be optimistic and assume for a moment the markets have indeed turned around and the next bull market has begun.  What will the recovery look like?  The question requires a brief comment about our economy.  Capitalism is the most wealth-enhancing economic system t...

In April, we noted the market’s March turnaround and wondered whether it would continue.  The hopeful signs were economists’ predictions of an end to the recession in the 3rd quarter of this year, and a lot of cash on the sidelines waiting to take advantage of new opportunitie...