Broker Check
 

Blog

The Sustainable Investor is Boardwalk Capital's blog on sustainable business, renewable energy and investment commentary.  We hope that you enjoy reading and welcome your comments.

Scott Sadler, Founder - Boardwalk Capital Management

 

Friday, April 13, 2018

You CAN have too much of a good thing. And the bond market is telling us that cutting taxes while at full employment is one of them. It's undeniable mathematics that cutting corporate tax rates has been a positive for the earnings of...

 

Wednesday, April 11, 2018

The kids get it... Yesterday, I had the great fortune of helping a group of Georgia Tech undergrads with their presentation on Impact Investing. It was encouraging to see their enthusiasm for creating a better world through both...

 

Saturday, March 31, 2018

The markets have been decidedly more volatile in 2018. And it's not much fun... But the real question is: What can an investor do about it? (The answer has to do with thinking longer term - but perhaps not in the way that you expect.)

 

Friday, March 2, 2018

It's often been said that markets loathe uncertainty. In 1987, the stock market crashed more than 20% in one day. That crash was blamed, in part, on aggressive talk on trade and the dollar ... Are we there again?

 

Sunday, February 18, 2018

Social impact investing is one of the fastest growing segments of the investment industry. What is driving this trend?

 

Show All

Tuesday, February 6, 2018

Lest we forget that bull markets can be long and powerful.

 

Tuesday, February 6, 2018

The chart above and table below list the most recent 15 largest daily percentage losses in the S&P 500 Index and the subsequent price performance of the index for the coming years...

 

Monday, December 4, 2017

Where does an investor find independent thinking? Many "stock" firms have too much skin in the game to call out a dangerous stock market. But Vanguard is one firm that has been respected for its independent thought for many years....

 

Friday, December 1, 2017

THE SUSTAINABLE INVESTOR #2 -- 12/01/2017 And an investment alternative for a rising rate environment Two weeks ago, I trekked to an unlikely hub of social impact activity: Washington, DC. I was delighted to spend two days with some...

 

Friday, December 1, 2017

The possibility of lower tax rates has excited market participants since the election. And no economist disputes that lower taxes stimulate economic growth. They clearly do. All things equal, lower corporate taxes should flow directly...

 

Monday, October 9, 2017

IMPACT INVESTMENT UPDATE This month many of our clients have begun taking positions in "microfinance" institutions that lend for a variety of socially impactful purposes -- from small business lending to women's empowerment to...

 

Monday, October 9, 2017

MARKET REVIEW The bull market for US equities accelerated in the third quarter, with the S&P500 adding nearly 4% to reach a 12.5% return for the year-to-date. The markets remained relatively unfazed by multiple hurricanes and...

 

Tuesday, July 11, 2017

Investors were blessed with a generally synchronized bull market in the Second Quarter of 2017. Equity markets, both foreign and domestic, surged higher in the year's first half, advancing by between nine and eleven percent. Given that...

 

Thursday, June 1, 2017

US President Donald Trump announced his intention to "withdraw" the United States from the Paris Climate Accords -- an action that is largely unnecessary and accomplishes little in the way of positive impacts on the US economy.

 

Friday, May 26, 2017

The American public is highly distrustful of financial advisors, with a third firmly convinced that an advisor would cheat them if given the chance. It will take time to rebuild that trust. Because it arrives by foot but leaves by Ferrari.

 

Sunday, May 21, 2017

Time to Choose Up Sides... Early in my career, I worked for an Investment Strategist who identified a "theme" that drove our firm's investment direction. It was 1993, and this theme focused on the power of unleashing the human capital in...

 

Saturday, April 8, 2017

Legendary investor Warren Buffett coined the term "economic moat" to describe companies that have highly defendable competitive advantages -- a brand reputation, economies of scale, patents and trademarks, and so on. These...

 

Monday, January 23, 2017

"Never has there been a more exciting time for all of us to explore this great next frontier where boundaries between work and purpose are merging into one, where doing good really is good for business." Sir Richard Branson -- CEO,...

 

Saturday, December 17, 2016

As the outcome of US presidential election began to come into focus, markets around the world fell sharply. Even US stock futures fell, signaling a tough morning was ahead of us. But by 9:30am Eastern Time, investors had begun to...

 

Monday, November 14, 2016

For those who are closest to the sustainable business movement, the US elections and referendum results in the UK would seem to portend more difficult terrain going forward. And while progress on climate action will be far more...