I think that acts of charity, compassion, and creative generosity may resonate with investors increasingly drawn to socially responsible investing when the pandemic comes to an end. Read the full article on CNBC.com
[VIEW FULL POST]Karen Firestone offers her thoughts on the bailout being offered to the travel and leisure industry. In comparing the bailout to the Great Recession in 2008/2009, she thinks this one should come with strings attached. Read the full article on CNBC.com
[VIEW FULL POST]Karen Firestone offers her market thoughts in light of its historic drop from the peak. Read the full article on CNBC.com
[VIEW FULL POST]Kari was quoted in an article for Penta about gender diversity on corporate boards, originally published on 2/18/20. In January, Goldman Sachs made headlines when it became the first Wall Street investment bank to draw a line on board diversity, with CEO David Solomon declaring that his firm wouldn’t take companies public in the U.S. or Europe…
[VIEW FULL POST]When investors lose faith in management teams after debacles or scandals, they may put stocks of these companies in the “penalty box.” Boeing, Wells Fargo, Facebook and Equifax are cases in point. Read Kari’s full article on CNBC.com
[VIEW FULL POST]With stocks at record highs, the obvious question is who is doing all this buying? Read my full article on CNBC.com
[VIEW FULL POST]Kari Firestone recently wrote a piece for CNBC on the divergence between growth and value due to how certain stocks are classified. Read the full piece on CNBC.com
[VIEW FULL POST]Millions of people have a stake in corporate America through mutual funds. But you may be surprised by how those funds are voting on your behalf. Read the full article in The New York Times
[VIEW FULL POST]Barron’s recently published an excellent article on Peter Lynch’s investment style and how he has influenced the many stock pickers that came after him. I began my career under Peter and the takeaways from my time there still influence Aureus’ investment philosophy today. Read the full article in Barrons.com
[VIEW FULL POST]Aureus was recently informed that we were ranked #25 on Forbes’ most recent list of top RIAs by AUM. The RIA Channel is an independent RIA database firm that sourced data from the SEC using quantitative and qualitative methodologies. We are honored to make the list and believe this is a testament to the excellent…
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