The Black Swan turns Green

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 […]

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Does Excluding Energy and Utilities Diminish Returns for Sustainable Investors

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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