1919 SDGs Series: Responsible Production and Consumption

A 1919 Series: The UN Sustainable Development Goals (“SDGs”) Responsible Production and Consumption At 1919 Investment Counsel, LLC (“1919”), our Responsible Investing team seeks investments that not only align with our clients’ financial goals and values, but also have a positive impact on society. This edition of our series on the UN SDGs considers the…

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Investment Review & Outlook – July 2022

Key Takeaways Persistent inflation reached a 40-year high in the second quarter causing consternation for consumers, corporations, and the Federal Reserve. While the cure for high inflation (rate increases) may result in short-term pain for investors, it will benefit financial assets longer term. A 75-basis-point rate hike by the Fed in mid-June reflected a more…

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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…

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The 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…

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Basic 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…

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Women & Wealth: Expect the Unexpected

The time is now to take control of your finances. A life-changing event will not wait until we are prepared. As the pandemic continues to create uncertainty, financial planning is more important than ever, especially for those who have been disproportionately impacted. Women have long faced particular challenges including outsized financial and caregiving responsibilities, longer…

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ESG 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…

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1919 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…

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Investment 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…

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2021 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,…

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