Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR
Archive for the
‘Financial Activism’ Category
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Statement Annual Report rF Voting results: Approval to have Calvert Research and Management continue to serve as the fund’s investment advisor - FOR
In light of recent social and environmental movements that have occurred since the start of 2020, ESG investing has seen an exponential increase in popularity. More and more people are fighting for causes like climate change, social justice, and equal pay as shortcomings and unjust practices of many companies and systems are coming to light. [...]
There have been reports that so-called “elder abuse” in a financial context is on the rise, costing elderly Americans an estimated $36 billion last year alone. By one estimate, roughly one in three older Americans has been scammed in the past five years—what an official at the Institute on Aging calls “an elder financial abuse [...]
Stephen Fulton, Ceo/Founder of Firefly Support Services and Jonte Mufti, Merchant of Firefly Apothecary, joined Tony Jones for a virtual live broadcast last Friday. Firefly is a private provider agency for individuals with intellectual and developmental disabilities. Not only do they offer residential care services, but vocational and day services. Firefly Apothecary Mission Stephen started [...]
Incoming college freshmen and current students are facing many unknowns when it comes to understanding how the college experience will change as a result of the coronavirus pandemic. Will classes be online, in-person, or both? Will students be required to wear masks on campus? What about student organizations, and other traditional ways of making connections [...]
rebel Financial's Tony Jones and Covid-19 Ventilator Project creator, Tarik Yousef COVID-19 Ventilator Open Source Project Tarik Yousef, the owner of T.Y. Fine Furniture, found himself in a unique position once the COVID-19 pandemic hit. Through his company, he was already working with some of the necessary equipment to create ventilators. He knew that the [...]
Efficient market theorists—the economists who believe that every investor is rational and every company’s true value is reflected in the last price paid for a share of stock—will tell you that America’s corporations were worth 12-13 percent less on Monday than they were on Friday. The rest of us recognize that we are in the [...]
A bill entitled The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed the U.S. House of Representatives last May by an overwhelming majority, and it was called the most comprehensive, sweeping retirement security legislation in recent history. A few days ago, the Senate finally passed the same legislation by attaching it to its [...]
Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the financial systems, processes, planning, and reporting for all lines of business at Homeport. What is Homeport? Homeport is a non-profit housing developer based in Columbus, Ohio. By building quality affordable [...]