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Additional Impact Investing Resources
Institutional Strategies

We View “Value” a Little Differently

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Investment Commentary

1st Quarter 2020 Commentary

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Impact Investing

1st Quarter 2020 ESG Impact Report

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Wealth Advisory Services

Understanding the SECURE Act

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Impact Investing

Annual ESG Impact Report 2019

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2019 Annual ESG Impact Report
Investment Commentary

4th Quarter 2019 Commentary

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Institutional Strategies

Profit-Makers vs. Loss-Makers:
How Company Profitability Impacts Long-Term Investment Returns

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Wealth Advisory Services

Navigating Charitable Contribution Options

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Navigating
Impact Investing

Sustainability Ratings: A Word of Caution

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Maze sustainability ratings
Investment Commentary

3rd Quarter 2019 Commentary

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