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Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us! 

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Rest in Peace
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With a Heavy Heart

March 23, 2021
We are heartbroken. As you likely know from the news coverage, yesterday a shooter killed ten people inside a Boulder ...
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Resources
Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

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Recent Newsletters
April 2024
January 2024
October 2023
July 2023
April 2023
January 2023
October 2022
July 2022
April 2022
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October 2021
July 2021
ESG Metrics and Insight Report
ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.
Read the 2022 ESG Report
Impact Investing

in Affordable Housing

Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.
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Impact Investing

for the Environment

Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.
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Impact Investing

Closing the Gender Gap

Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.
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Impact Investing

in Sustainable Agriculture

Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.
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Suggested Reading

The Little Book of Common Sense Investing

John Bogle

Enough

John Bogle

Stocks for the Long Run

Jeremy J. Siegel

Your Money or Your Life

Vicki Robin, Joe Dominguez, Monique Tilford

Simple Wealth, Inevitable Wealth

Nick Murray

How to Avoid Climate Disaster

Bill Gates

Speed & Scale: An Action Plan for Solving Our Climate Crisis Now

John Doerr

The Age of AI: And Our Human Future

Henry A Kissinger, Eric Schmidt, Daniel Huttenlocher

Pioneering Wealth Management

David Swensen

The Big Short

Michael Lewis

Invest Like a Billionaire

Warren Buffett

The Checklist Manifesto

Atul Gawande

The Investment Answer

Daniel C. Goldie, CFA, CFP, Gordon S. Murray

The New Map: Energy, Climate, and the Clash of Nations

Daniel Yergin

How the World Really Works: The Science Behind How We Got Here and Where We’re Going

Vaclav Smil

The Psychology of Money (2020)

Morgan Housel

Investment Advisory services offered through Colorado Capital Management.

A Registered Investment Advisor.

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