Investment Review & Outlook – April 2022
Key Takeaways Inflationary pressures, rising interest rates, and Russia’s invasion of Ukraine fueled market volatility in the first quarter with declines in both the stock market and the bond market. The Federal Reserve seeks to implement multiple rate hikes this year as a result of inflation that is well above its 2% target and a…
Read MoreThe Importance of Having a Durable Power of Attorney
Planning Strategies This is the first full installment in our 2022 Estate Planning Series, covering the basics of five essential estate planning documents. A durable power of attorney is a legal document that allows you to choose someone to act on your behalf as to certain legal and financial matters in the event you are…
Read MoreBasic Estate Planning Documents Everyone Should Have
Planning Strategies When working with a trusts and estates lawyer to create a new estate plan, a client should end up with the following documents: Durable Power of Attorney Health Care Proxy (also known as a Health Care Power of Attorney) Living Will Will Revocable Trust (in some cases) In this introductory article, we will…
Read MoreESG 101: What is Environmental, Social and Governance Investing?
ESG has become a hot topic for investors. With bold public statements from corporate leaders and well-publicized commitments from numerous financial services firms, ESG is what people are reading and talking about. Some investment products are labeled as “ESG,” and at times, companies are referred to as “ESG companies.” Many companies now reference ESG in…
Read More1919 SDGs Series: Inclusive and Diverse World
A 1919 Series: The UN Sustainable Development Goals Inclusive and Diverse World At 1919 Investment Counsel, LLC (1919), we believe making a positive societal impact can go hand-in-hand with achieving one’s financial goals. One way we measure the social and environmental impact of the investments we make for our clients is the degree to which…
Read MoreInvestment Review & Outlook – January 2022
Key Takeaways A strong economy, record-breaking stock market, and rising inflation were the hallmarks of 2021. Although we expect positive economic growth in 2022, COVID-19 and its variants will impact the path forward, both domestically and globally. Some inflationary pressures are expected to persist, but many are likely to decline due to supply chain repair…
Read More2021 Investment Roundtable – Fourth Quarter
Recently our team of investment analysts met to discuss a number of compelling long-term secular themes that are having a profound impact across a variety of industries and that provide investment opportunities for our clients. From game-changing breakthroughs in healthcare and the soaring interest in responsible investing utilizing ESG (environmental, social, and corporate governance) criteria,…
Read MoreCapital Markets – CIO Outlook: 1919 Investment Counsel Designers of Bespoke Investment Counsel Services
1919 SDGs Series Introduction
A 1919 Series: The UN Sustainable Development Goals (SDGs) Understanding the SDGs as a framework for impact investors and a roadmap for corporations At 1919, we believe there are opportunities to invest in responsible companies making a positive impact on long-term societal challenges. We have identified key themes or areas of impact: Clean and Accessible…
Read MoreFinancial Planning in a Post-Pandemic World
As we near the end of 2021, we reflect on the enormously challenging past two years. In addition to the loss of human life and livelihoods, the global pandemic ignited a period of extraordinary volatility in the markets. It has also disrupted the way we work and live, and pushed us to reflect on the…
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