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Articles tagged with 'SRI tips & insight'

BP or Not BP?

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Friday, July 02 2010 at 04:18PM
BP or Not BP?

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...

Tags: SRI tips & insight

Big Bank Breakup

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Friday, March 19 2010 at 04:15AM
Big Bank Breakup

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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First Affirmative Shareholder Resolution Update

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Friday, March 05 2010 at 02:48AM
First Affirmative Shareholder Resolution Update

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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...

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20th SRI in the Rockies!

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Wednesday, November 04 2009 at 10:07PM

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...

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The U.S. Debt Limit: Questions and Answers

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Wednesday, July 27 2011 at 04:59PM
The U.S. Debt Limit: Questions and Answers

As August 2 approaches, you'll likely hear increasingly urgent debate over the nation's debt ceiling. That's the approximate date by which the Treasury estimates it will no longer be able to borrow under the current $14.3 trillion limit. Treasury officials have warned that if the Treasury can ...

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Keeping Market Volatility in Perspective

Posted by Gary R. Matthews PhD, CPA/PFS AIF® on Wednesday, December 21 2011 at 05:36PM
Keeping Market Volatility in Perspective

When markets are volatile, sticking to a long-term investing strategy can be a challenge. To keep the ups and downs in perspective, it might help to look at past market cycles to see how recent market action compares.

Bears versus bulls

Corrections of 10% or more and bear mar...

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