In the first issue of this series, I wrote about the economic cost of the COVID-19 pandemic: 22 million unemployment claims then – now reported at 33.5 million; 15.0% projected unemployment rate then – now reported at 14.7%; and 34% projected decline in U.S. Q2 GDP –...
“Corporate behavior in a time of crisis—both in how companies treat employees and customers, and their impact on society in a time of need—can have lasting implications, both positive and negative," says Jessica Alsford, Head of Sustainability Research at Morgan...
CommonGood is celebrating 3 years of realizing our vision to transform investors, businesses, financial markets, and the world through the power of stewardship and capital. Three years ago my daughter, at age 15, drew this image for the launch of CommonGood - and...
In light of the health and economic crisis we are in today, the need for private capital as a catalyst for good has only been amplified. Qualified opportunity zone funds (QOFs) remain a attractive option for investors to make an impact alongside financial gain and...
Friends, family, and neighbors are among the many that have lost their jobs in what has been a painful year for our country. Living in Orlando, Florida which is so known for tourism and hospitality, I see the count increasing locally as it does nationally. And,...
CommonGood Capital hosted a webinar earlier this month that highlighted some of the emerging market initiatives CGC is undergoing in Africa. Jonathan Shafer, who is on-the-ground in Rwanda exploring impact investment opportunities in the region, gave an update on...
Long before the CARES Act was first being discussed in the halls of Congress, we were closely monitoring the potential economic impact caused by the onset of COVID-19 and the subsequent steps taken by local, state and federal officials in response to it. Our outlook...
Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, recently hosted a webinar on COVID-19 and the financial markets. The webinar offered commentary on the coronavirus’s current and potential impacts on TriLinc’s portfolios and...
The Small Business Administration (SBA) was created to provide support to entrepreneurs and small businesses. This support is provided in a variety of ways, one of them being loans provided by Small Business Investment Company (SBIC) funds. These SBIC funds provide...
Join Michael Whitaker as he walks us through what Impact Investing is, how and why it came to be, and how to integrate it into your advisory business... https://vimeo.com/404815879
It wasn’t long after the start of the 2008 financial crisis that I was in a boardroom and our CEO asked me, “How is this going to impact investors going forward?” At the time, I remember thinking, who knows what the lasting impact will be? And now again we are faced...
We created CommonGood to be a resource for RIAs in the impact investing space. As you follow the financial industry, you hear a lot of lingo. You see impact, you see SRI, you see ESG. Most of you hear talk about values integration, and client demand, and about the...
Initiated by the 2017 Tax Reform bill, Qualified Opportunity Zone Funds were created to encourage economic development in thousands of low-income areas across the United States and have unique tax-advantaged structures. As Opportunity Zone's are a relatively new...
Volatility is upon us again. Has it been a catalyst for rebalancing, pruning, or repositioning? What do you do now? Did this trigger some taxable gains? Afraid to jump back into the stock and bond market? Well if your clients are sitting on realized gains and want to...
As we close the books on the first quarter of 2020, from where I sit (Florida), it’s amazing how quickly things have changed from just a month ago when the hot topics of the quarter were US politics, Kobe Bryant’s passing, and climate change. In what feels like a...
TriLinc Global is a purpose-driven company that believes capitalism can play an important role in helping solve some of the world’s pressing economic, social and environmental challenges. Leveraging the experience and expertise of its team, TriLinc Global provides...
Since their founding in 2004, Ecotrust Forest Management has invested over $130M and transitioned more than 77,000 acres of forestland to FSC-certified, ecological management in Oregon, Washington, and California. EFM’s management strategy is grounded in local...
Climate change continues to make the news early in 2020 from some of the most prominent companies of our day. The CEOs for Blackstone, Microsoft, and Blackrock have all come out talking about the importance of addressing climate change for their business and the...