Silicon Valley Bank and Investors

The big news late this week was the collapse of Silicon Valley Bank, a sizable financial institution that once had more than $200bn in deposits. What is the broader impact and potential opportunity?
Read MoreThe 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
The big news late this week was the collapse of Silicon Valley Bank, a sizable financial institution that once had more than $200bn in deposits. What is the broader impact and potential opportunity?
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Read MoreWe humans are collectively horrible at timing-- true "contrary indicators". It's a pretty good bet that when we are ready to throw in the towel, it's a a decent time to be a buyer. Have we reached one of those points?
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Read MoreApril was a volatile month for investors. But cycles come and go. Nothing in the current environment suggests that companies have lost the ability to build long term value.
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Read MoreWe do live in interesting and challenging times -- as humans, parents, citizens and investors. There is room for optimism despite very real challenges.
Read MoreThe conditions that made the 60/40 allocation work are no longer in place. Investors might still be able to meet their financial goals, however, without taking on large amounts of additional market or credit risk.
Read MoreA UNIQUE ENVIRONMENT It serves little purpose to call the markets “irrational”. Yet, the year 2020 has been like few others, with stock indexes defying gravity (and often logic) by making new highs despite a highly...
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Read MoreFirst of all, I hope that this note finds you keeping well and staying safe. We're in the midst of the season when we talk of elections and their impact on the markets. (Hint: Over time it hasn't mattered which party is in power.) And...
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Read MoreThe markets discount fundamentals that are six-to-nine months ahead.. But is this sensible? In this week's note, we look at the markets and the performance of sustainable funds.
Read MoreWith so much about our lives in some level of flux, it's easy to forget that today is Earth Day. The Covid-19 crisis is a reminder to give Mother Nature her due.
Read MoreThis email starts with a tough assessment of the current environment, and is a bit on the long side, but I hope you'll read to the end for some encouraging words from people who have been here before... As we have written recently,...
Read MoreInvestors who have been battered for three solid weeks of extreme volatility finally got a reprieve this week. After failing to agree on a stimulus package to support American workers and businesses on Monday, it would appear that...
Read MoreA series of sleepless nights gives an investment advisor lots of time to read analyses and opinions on the economic and human toll of the accelerating coronavirus. On a daily basis, all market participants get to digest both 5% daily...
Read MoreInvestors may not think of affordable housing as an "impact" investment, but without question some opportunities in this sector have measurable environmental and social impacts while also offering the potential for handsome financial...
Read MoreGood for you. You've decided you want an investment portfolio that reflects your values as well as your financials goals. But you're worried about the costs of a Big Transition. We make this manageable, with a range of valuable techniques.
Read MoreBuilding an impact portfolio is a very personal exercise that starts with a vision. The investor's priorities become the driving force behind portfolio construction. What are decisions that an impact investor must ultimately make?
Read MoreManaging an impact portfolio is not all that different from managing a traditional one. It just adds another layer of variables and complexity to the equation. Starting with the UN Sustainable Development Goals is a logical first step.
Read MoreWe often hear about a carbon neutral future. But how and when will we get there? Perhaps sooner than you think... Following the example of the best B Corporations, Boardwalk Capital Management just did it, and you can too.
Read MoreOver the past few months, the markets have slowly moved higher,and some of earlier the clouds have parted (i.e., trade friction andthe inverted yield curve have both improved.) Even Brexit lookslike it will finally proceed. And while...
Read MoreDon't feel bad... If you haven't been keeping up with all of the options for retirement savings, you're not alone. With limits that change every year, and an alphabet soup of retirement programs, it's not so easy. If you are in...
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Read MoreOn July 4, we cheered America's independence and 2019's market rebound (after a dreadful close to 2018.) Have we come too far, too fast? And what underpins this bull market, and what are the risks? We have some thoughts...
Read MoreAfter a horrible end to 2018, the S&P500 appreciated by 13% in the first quarter, almost completely retracing the decline in the fourth quarter of 2018. The Fed paused from its tightening, and trade wars appear to be working themselves out.
Read MoreSocial investing" accounts for 25% of the $46 trillion in assets in the US that are under professional management. But can it help investors achieve their goals? Yes, but with some tweaking.
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Read MoreAfter a calm Summer, market volatility has returned with a vengeance. The swift decline market indexes this month has us now flirting with "correction" (10%) territory. So, investors are justifiably cautious. And while the gains from...
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Read MoreThe 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...
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Read MoreThe 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.
Read MoreTime 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...
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