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Investing in Your Beliefs

It’s easy to wonder if Socially Responsible Investing (SRI) will give a good return. These days, a great deal of research may tell a different story. Even though past performance doesn’t guarantee future results, studies have shown that companies with higher environmental, social, and governance scores have the potential to outperform comparable firms in both accounting and stock market terms.

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2019 - The Year in Review

Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The S&P 500 climbed above 3,000 for the first time. The benchmark ended Friday’s trading session up 29.25% for the year. At Friday’s close, the Dow Jones Industrial Average showed a year-to-date advance of 22.95%, while the Nasdaq Composite was up 35.74% YTD. The MSCI EAFE index, representing foreign stocks, was up 18.10% YTD through December 27.

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