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By Lori Choi, Partner “Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors?
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By Jane Swan, CFA, Partner After a rough start to 2018 in US financial markets, domestic equities are largely back on track. The charts below show the return for each asset class and highlight the strong return of US markets in the quarter. The losses of the first quarter were reversed. This wasn’t the case in…
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By Anders Ferguson and Nicole Davis Veris was just named Best for the World by B Corp – for the sixth year in a row. We’re very proud to achieve this milestone and are equally honored to be recognized among the best of the best. Veris was named in the top 10% of all 2,400 B…
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By Luisamaria Ruiz Carlile, CFP®, Senior Wealth Manager Once a year, the world celebrates “International Women’s Day.” With much fanfare, we cheer on women and their contributions to the world. But imagine the impact of sustained daily efforts to recruit, develop and promote women.
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By Jane Swan, CFA, Senior Wealth Manager Despite hurricanes, earthquakes, wildfires, and ongoing political chaos, markets climbed higher in the third quarter.
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Steve Fahrer shares his perspective on economic activity in the second quarter of 2017.
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Honored by New York Economic Development Corp. and B Lab.