InvestmentNews

Robert provides the lead quote on Inflation Reduction Act credits, highlighting that the home-efficiency credit became annual instead of lifetime — so spreading a project across years can multiply the total credit. Read the full article →

Robert is quoted on the difficulty of values-based investing when clients disagree about which companies are ‘good,’ and on why he keeps communication limited on divisive issues: expressly stating personal beliefs rarely gains a client but easily loses one. Read the full article →