Despite market volatility and a regulatory environment that, at times, made progress on issues such as corporate accountability challenging, the impact investing industry as a whole has flourished at a time when it is most needed.
Increasing vaccination rates and pent up demand could signal a summer of brisk growth, but much depends on our success in controlling the coronavirus. As we see the other side of the pandemic and the ensuing economic recovery, the associated long-term costs will eventually come due, but in the short term we seem poised for growth.
Whether you’re a seasoned impact investor or considering transitioning over a portion of your portfolio for the first time, we hope that you’ll find something to help you deepen your understanding and grow your confidence in the power and value of impact investing.
The current low interest rate environment presents appealing opportunities for both lending and borrowing in different circumstances. Whether deciding to take advantage of low rates to make a large purchase, refinance existing debts or lend to help a family member with major financial endeavors, there is a wide range of personal considerations to take into account.
Asset protection is a key part of our investment choices on our clients' behalf, but protection alone isn't the goal. Taking risks is a key part of investing, but doing so responsibly can make all the difference in achieving your goals.