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The Monday Mix: Jan. 6 – 12, 2025

Monday Morning Mix

January 13, 2025

The Monday Mix: Jan. 6 – 12, 2025

— U.S. consumer expectations for long-term inflation rose to 3.3% annualized (up from 3%), affecting consumer sentiment which is also down a bit...
The Monday Mix: Dec. 23 – 29, 2024

Monday Morning Mix

December 30, 2024

The Monday Mix: Dec. 23 – 29, 2024

— The U.S. government will hit its borrowing limit between Jan. 14 and 23, the U.S. Treasury Secretary warned Congress and urged them to take me...
The Monday Mix: Dec. 16 – 22, 2024

Monday Morning Mix

December 23, 2024

The Monday Mix: Dec. 16 – 22, 2024

— The Federal Reserve lowered its key interest rate by 25 basis points (to 4.25 – 4.5%) and indicated fewer rate cuts in 2025; the 30-year...
The Monday Mix: Nov. 25 – Dec. 1, 2024

Monday Morning Mix

December 2, 2024

The Monday Mix: Nov. 25 – Dec. 1, 2024

— More than 40% of largest global companies are including ESG performance in calculating executive pay packages, per KPMG study.
The Monday Mix: Nov. 18 -24, 2024

Monday Morning Mix

November 25, 2024

The Monday Mix: Nov. 18 -24, 2024

— EU Commission Estimates Green Bond Investments to Reduce Emissions by 55 Million Tons per Year. — Mortgage rates rise after home sales...
The Monday Mix: Nov. 11 -17, 2024

Monday Morning Mix

November 18, 2024

The Monday Mix: Nov. 11 -17, 2024

— Powell says Fed will likely cut rates cautiously given persistent inflation pressures. — Annual inflation rate hit 2.6% in October, me...
Philanthropic Giving: Developing a Strategy

Wealth Planning

November 12, 2024

Philanthropic Giving: Developing a Strategy

A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a p...
2024 Shareholder Resolution Impact Report Highlights Work in Shareholder Advocacy to Drive Positive Change

Impact

November 11, 2024

2024 Shareholder Resolution Impact Report Highlights Work in Shareholder Advocacy to Drive Positive Change

Investment stewardship and the shareholder voice are critical tools to push public companies for positive change and, we believe, represent important...
The Monday Mix: Nov. 4 -10, 2024

Monday Morning Mix

November 11, 2024

The Monday Mix: Nov. 4 -10, 2024

— California Climate Disclosure Regulation Passes Major Legal Hurdle. — Restaurants, other services still in grip of high inflation even...

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The Monday Mix: Jan. 6 – 12, 2025

The Monday Mix: Dec. 23 – 29, 2024

The Monday Mix: Dec. 16 – 22, 2024

The Monday Mix: Nov. 25 – Dec. 1, 2024

The Monday Mix: Nov. 18 -24, 2024

The Monday Mix: Nov. 11 -17, 2024

Philanthropic Giving: Developing a Strategy

2024 Shareholder Resolution Impact Report Highlights Work in Shareholder Advocacy to Drive Positive Change

The Monday Mix: Nov. 4 -10, 2024