The Latest
Speaker Series — Revitalizing Local News: How to Support Reporting that Makes Communities Stronger
Independent local journalism is essential to a functioning democracy. However, over the past 20 years, more than one-third of American newspapers have shuttered. And it matters: “Studies show that when people in communities lose a local paper, they are less…
How to Align Philanthropy and Donations with Your Financial Goals
For the charities and causes you choose to support with donations and charitable gifts, how and when you give can make a big difference to the organization and for you. Using your investment accounts for charitable donations is one way…
Q3 2026 Market Outlook: Weathering the Interest Rate Storm
By Elizabeth R. Levy, CFA
My practice for writing any kind of update—be it this market update or my quarterly notes on stocks we invest in—is to first review what I said last time and sit with it for a…
Stock Profile: Costco
Socially responsible investing (SRI) is the foundation of Clean Yield’s investment strategy. Our SRI strategy includes negative screening, to avoid investments in industries or companies that conflict with our clients’ values, and positive screening, to actively seek out companies making…
Speaker Series— Gift Season: Planning Your Charitable Giving from Your Investment Accounts
Charitable giving fuels nonprofits, helping organizations strengthen communities, protect the environment, and build a better future. How you donate can make a big difference for the charities and causes you support — and it can make a difference for you, too. Using your investment accounts for charitable…
Impact Profile: Global Village Foods Cooking Up Local Jobs and Bold, Allergy-Friendly Meals
At Clean Yield, we view impact investing as one of the most powerful ways for our clients to invest their money for positive change. By investing in funds like the Flexible Capital Fund or Black Farmer Fund, our clients help…
Defending Shareholder Voice
Investors Mobilize to Protect Shareholder Proposal Rights Under SEC Rule 14a-8
In a July press briefing moderated by Clean Yield Managing Director Elizabeth Levy, investor advocates and the State Treasurers of Massachusetts and Illinois highlighted the importance of shareholder proposals…
Charitable Giving: How to Align Philanthropy and Donations with Your Financial Goals
Build Giving to Causes That Are Important to You into Your Financial Planning
Philanthropy and charitable donations can be an important part of reaching your financial goals and estate planning, but how you donate can make a big difference for…
Q2 2026 Market Outlook: Investing in a Time of Dichotomies
By Elizabeth R. Levy, CFA
We are living in a time of questions, contradictions, and dichotomies. Artificial intelligence (AI) is either coming for all of our knowledge and creative jobs, or its work is expensive “slop” that companies are regretting spending so…
2026 Shareholder Advocacy and Engagement Report
Our Engagement in the Age of DEI-Hushing and Changes to Shareholder Resolution Processes
By Elizabeth R. Levy, CFA, shown above speaking on a panel at the US SIF conference in June 2026
Shareholder advocacy and engagement have their own calendar,…
Estate Planning for LGBTQIA+ Families: The Essential Documents to Have in Place
How to Protect Your Family and Your Assets
For all families, estate planning is a critical process to ensure you control your finances and property. Essentially, estate planning ensures you control your finances and property while you’re alive and well,…
Powering the Future: Renewable Energy Investing for Energy Security and Resilience
Energy Transition Investing to Support Increased Electricity Demand with Sustainable Power
By Kofi Kodua, Managing Director & Portfolio Manager
Growing energy demand, accelerating electrification, increasing focus on energy security, and technological innovation are reshaping how we think about renewable energy…
