Sextant Mutual Funds, Quarterly Commentary - December 2022
In 2022, three consecutive years of highly remunerative stock market returns collided with persistent inflation, the Federal Reserve pushing rates sharply higher, and Russia’s invasion of Ukraine causing food and energy prices to soar. These combined forces, abetted by high valuations, drove equities to their worst annual performance since 2008 and the Global Financial Crisis.Continue reading . . .
What Recent Anti-ESG Rhetoric Gets Wrong
From the Yardarm - December 2022
Many criticisms of ESG investing point to the lack of correlation across various ratings organizations and suggest this undermines ESG investing, writ large. Saturna has long recognized this issue, raising it through our own research. The weak correlation across ESG ratings doesn’t mean the practice should be thrown out; rather, there’s an important role for discerning human analysis.Continue reading . . .
Year-End Planning: Tax Strategies To Maximize Your Account
Webinars, Amana Webinar - December 2022
Join Owaiz Dadabhoy and our special guest - wealth planning attorney Yaser Ali - for the Amana Funds' webinar Year-End Planning: Tax Strategies To Maximize Your Accounts, covering topics such as tax-advantaged accounts, benefits of fully funding your qualified accounts, automatic contributions, charitable giving, and more!Continue reading . . .
Sextant Mutual Funds Proxy Statement November 23, 2022
Sextant Mutual Funds - November 2022
SEXTANT MUTUAL FUNDS: NOTICE OF SPECIAL JOINT MEETING OF SHAREOWNERS TO BE HELD ON JANUARY 10, 2023.Continue reading . . .
Bonds as Tools for Impact
From the Yardarm, Saturna Sustainable Funds - November 2022
Bonds are a major component of building our society, and while they are largely invisible to the average investor, they are woven into the fabric of life on this planet. Sovereign governments use the debt markets to finance spending programs. Local municipalities access the market to build infrastructure such as roads and water systems that serve entire communities. Schools, universities, and hospitals need the debt markets for improvements and expansion.Continue reading . . .