Financial Insights

Jessica Skolnick, CFA, Director of InvestmentsAdam Bernstein, ESG/IMPACT Analyst For over a year, we have been managing our portfolios defensively and writing about the myriad risks and headwinds we see facing the market. A defensive posture was easy to maintain in 2022. Fed rate hikes spooked equity markets and risk assets in general. 2023 has…

At Gitterman Wealth Management, we refer to ESG as the GPS of Investing®. Just as we historically used fold out maps when we would take a road trip, we now have GPS systems, which update constantly and include numerous additional data sets to make our trips smoother, easier, and quicker.  We now know more about…

The dust has now settled on a frustrating quarter for managers positioned defensively, as we are. We began the year with many more bears to keep us company than was the case a year ago. The consensus was that the Federal Reserve would…