Are you looking for a stronger, more purpose-driven connection with your investments? In today’s climate, everyone is looking to contribute to the solutions needed to make our society work better for more people and the planet. In the past, we relied on public policy or philanthropy to enact these solutions. These are still useful tools, but […]
No one had ever seen a swan that was any color other than white before 1697. However, in that year a Dutch explorer sighted a black swan in Australia. Both random and rare, it only takes a single observation to make it valid. Statistician Nassim Taleb applied the concept to the financial world in his […]
The recent surge in the popularity of sustainable investing may signal the beginning of a fundamental shift in investing, as people begin to see both the promise and necessity of supporting companies poised to face the challenges of the future. For those who feel passionately about promoting green initiatives and environmentally sound companies, it seems […]
Does excluding energy and utilities diminish returns for sustainable investors? At the request of the Sustainability Council at Dimensional Fund Advisors, on which Willow Creek Wealth Management is represented by its CEO Bruce Dzieza, DFA was asked to research the performance impacts of a portfolio that included no energy or utilities stocks – companies that […]
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