Corporate Climate Lobbying in the US

The Principles for Responsible Investment (PRI) has posted a new podcast highlighting findings from The Climate Accountability Scorecard: Ranking Major Fossil Fuel Companies on Climate Deception, Disclosure and Action, a Union of Concerned Scientists report. Please listen to Kathy Mulvey’s, … Continued

October Monthly Commentary

US equities sold off in October ahead of the presidential elections on November 8. The S&P 500 lost 1.8% on the month and the Russell 2000 fell 4.8% amid lackluster earnings reports. Emerging market equities eked out modest gains generated … Continued

Green Energy Surges

There’s good news on the shift from fossil fuels to renewables. According to the International Energy Agency renewables have overtaken coal as the biggest source of power capacity globally. And the change is happening so rapidly that the IEA has … Continued

The Value of Diversification

By Tim Brennan, Treasurer & CFO, UUA Here’s a question I get a lot: why doesn’t The UU Common Endowment Fund, LLC (UUCEF) put more of its assets into US stocks? And conversely, why keep investing in international stocks? After … Continued

The Disease of Doubt

Concerned about the recent short-term performance, read the latest white paper from NEPC’s Chief Investment Officer, Timothy McCusker. Doubt can be a pesky thing. Once infected with it, it is hard to shake off. It makes you second guess what … Continued

September Monthly Commentary

Equities posted modest gains in September amid oscillating investor sentiment fueled by uncertainty around potential interest rate hikes by the Federal Reserve. Earlier last month, Boston Fed President Eric Rosengren surprised markets with a more hawkish view regarding future interest … Continued

August Monthly Commentary

Coming on the heels of a rally in July, equities posted modest returns in August as volatility hovered around historic lows. In the US, small-cap stocks marginally outperformed large-cap equities, with the Russell 2000 returning 1.8% last month compared to … Continued

Nonprofit Organizations: Annual Audit Survival Guide

Many nonprofit organizations are recognized under section 501(c)(3) of the Internal Revenue Code (IRS) and therefore considered exempt from paying federal income taxes. Despite this reprieve, federal and most state governments levy several other “taxes” on nonprofit organizations resources in … Continued