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Market Commentary

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Investment Committee Meeting Highlights - Q1 2026

Market Commentary – Q1 2026

Economic Overview – Q1 2026

2026 Annual Review and Outlook Webinar

VADIS Optimizer

Data Center Environmental Impact

December 31, 2025

Cybersecurity Fraud Awareness FAQ

November 18, 2025

The Book of VADIS

October 7, 2025

VADIS Guide for Client Conversations

October 7, 2025

VADIS Recognized for High Advisor Satisfaction

October 7, 2025

Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies

October 7, 2025

10 Reasons Why a Values Aligned Direct Index Solution Can Help Grow Your Practice

October 7, 2025

VADIS Profile: CIO Theresa Gusman

February 4, 2026

2025 Annual Engagement Overview and 2026 Outlook

February 4, 2026

Market Commentary – Q4 2025

February 4, 2026

Economic Overview – Q4 2025

February 4, 2026

Wasmer Schroeder Quarterly Bond Market Overview Q4 2025

November 12, 2025

Market Commentary – Q3 2025

November 12, 2025

Economic Overview – Q3 2025

November 12, 2025

Wasmer Schroeder Quarterly Bond Market Overview 3Q 2025

Market Commentary – Q2 2025

Economic Overview – Q2 2025

Wasmer Schroeder Quarterly Bond Market Overview 2Q 2025

George Gay Honored with 2025 Joan Bavaria Award

First Affirmative’s 2024 Shareholder Advocacy Webinar Replay: Making Your Investments Count

Empowering Generational Wealth Transfer Through Values-Driven Investment Strategies

Market Commentary – Q1 2025

Economic Overview – Q1 2025

Wasmer Schroeder Quarterly Bond Market Overview 1Q 2025

Advocacy and Impact – Q1 2025

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