Clean Yield Insights
Get in the Loop!
At Clean Yield, we love hearing about new sustainability initiatives at companies in our client portfolios. But it’s even more exciting when we see companies collaborating for something bigger. In this case, Unilever, UPS, and Suez are all involved in… Read More >
Night School: Asset Allocation
What Is It?
Asset allocation is the mix of different types of investments in a portfolio. It provides risk reduction through diversification and requires initial and ongoing decisions based on an investor’s goals, circumstances, and changing market conditions. It’s the… Read More >
Fall into Charitable Gifting Season
As portfolio managers, we have slightly different seasonal associations than most people. Spring is not just about crocuses and maple syrup; it’s also about getting out tax reports, raising cash for tax payments, and rebalancing portfolios. Summer lends itself to… Read More >
Q2 2019 Market Update: Beware of the Exhausted Market
It’s unavoidable to discuss world events without mentioning the occupant of the Oval Office, the autocrat wannabe. He reportedly is obsessed with the stock market as a measure of his success as president. As such, his media manipulation extends to… Read More >
Q1 2019 Market Update: Myths Versus Reality
We live in a bizarre time when our president, his favorite news source, and his followers all see only their own reality, one that rejects evidence. Let’s face it, we believe what we want to believe. This also applies to… Read More >
Night School: Don't Fight the Fed
After a series of financial panics, Congress passed the Federal Reserve Act in 1913, which created the Federal Reserve System, the central banking system of the U.S. The Fed was granted the authority to issue Federal Reserve Notes (the U.S.… Read More >
Investing from the ground up
For more than a dozen years, Clean Yield has been investing in local food and regenerative agriculture enterprises. Our commitment to agriculture is rooted in our history as a company founded in Vermont’s Northeast Kingdom, a place with a strong… Read More >
Night School: Values-Based vs. Value Investing
We have long practiced values-based investing. This means investing in companies that offer products or services that are socially beneficial, have ethical business practices and a long-term perspective, emphasize diversity in their executive staff and board of directors, treat their… Read More >