A Few Thoughts on Brexit

It’s hard to find a bright side to the Brexit vote.  Over the past two days, U.S. markets dropped about 4.5%, but let me add a bit of perspective here.  As of this writing, June 28th, the S&P is down just a tad more than 1.0% year to date.  Even international...

Odds and Ends

I’ve seen a couple of articles in the past few days that I thought you might find interesting.  Here a few highlights, including links that you can follow if you’d like to hear more: What are they Smoking? No, this isn’t a story about investing in marijuana.  It’s our...

Vanguard is Dropping the Ball

There is no denying that Vanguard is cheap.  If your sole criterion for picking a mutual fund is low expenses, they typically win hands down.  But if you give a hoot about the planet, corporate governance or just about anything else, there is growing evidence that you...

2016 Shareholder Advocacy: The Battle Continues

Guess what – even as social investors, the companies we own still aren’t perfect.  And realistically they never will be.  Every year, we continue to engage with companies to encourage and pressure them to do better.  This “shareholder advocacy” takes a variety of...

Wall Street Feeling the Bern?

No, this isn’t an article from the Onion.  Is my premise a bit far fetched? Perhaps.  But there was news in the financial press this past week that I found really intriguing and hopeful. The New York Times Dealbook column broke a story that a group of high-powered...

Fearless 2016 Predictions

Predicting the market isn’t necessarily my forte, and normally I’d make you buy me a few beers to venture into these murky waters.  But every year I do offer my best guess about overall market performance in the year ahead. I’ll keep you in suspense for 2016 for just...
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Ken Jacobs CFP®, AIF®, CLU and Renee Morgan are investment advisor representatives of First Affirmative Financial Network (“First Affirmative”). Ken and Renee own an entity called Sustainable World Financial Advisors (SWFA) which is not affiliated with First Affirmative nor is it a registered entity. SWFA does not offer investment services, those services are offered by First Affirmative which is a Registered Investment Advisor (SEC File #801-56587). SWFA is a “doing business as” (DBA) name for use in its operations and should not be considered a registered entity offering investment services. The credentials CFP® & AIF® listed above bear trademarks. FAFN-Logo-(1)
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