Elephants, Donkeys, Bulls and Bears

“I am moving to (name your favorite non-U.S. country) if that person gets elected” –a common response heard in many conversations we have been having this year. I can’t remember the last time a presidential election cycle drummed up so much negativity – both on the...

1Q16 Portfolio Commentary

“Between a rock and a hard place”…It’s a phrase we’re all familiar with and also happens to be where the stock market finds itself. The first quarter of 2016 saw our growth benchmark, The All Country World Index (ACWI) drop 12.15% at its nadir in early February,...

Colorado Impact Days- Accelerating Colorado’s Future

The Colorado Impact Initiative (COII) is an effort to elevate and accelerate Impact Investing in Colorado by creating a state-scale impact investing marketplace.  In just a few days, COII will be embarking on a three-year strategy kicking off with inaugural Colorado...

Making Sense of It All…and Staying Disciplined!

  After five years of relative calm, global stock markets have become volatile again.  Global stocks are now in a “market correction”- defined as a 10% or greater drop from a recent high.  No matter the technical term, it feels lousy.  It does.  That’s all part...