Author Archives for Debbie Wibowo

August 2026 Market Review

September 22, 2026 1:39 pm Published by Leave your thoughts

Leading market indicators were positive in August, despite ongoing global and political volatility. Lan Cai, Chief Investment Strategist, summarizes the performance of investment markets and UCF’s funds through August 2026.


Shareholder Proposal Shakeup

September 21, 2026 6:57 pm Published by Leave your thoughts

A proposed change to SEC Rule 14a-8 could make it more difficult for shareholders to bring proposals to a vote at public companies. For investors who use shareholder resolutions to engage companies on issues that matter, understanding what’s changing and what it could mean for shareholder rights is important. Read UCF’s latest article to learn how investors can prepare for what comes next.


July 2026 Market Review

August 21, 2026 7:08 pm Published by Leave your thoughts

While the overall market seemed benign in July, there was extreme volatility in semiconductor names and AI-related companies. Lan Cai, Chief Investment Strategist, summarizes the performance of investment markets through July 2026. Click to read more.


Just Investing Ep. 11 with Special Guest Andrew Russell

August 7, 2026 3:44 pm Published by Leave your thoughts

On the latest episode of "Just Investing," the Equal Employment Opportunity Commission wants to do away with diversity reports, a big bank cuts ties with ICE and California celebrates a carbon tax milestone. Then Andrew Russell, Director of Fixed-Income Investments for the Pension Boards - United Church of Christ, shows us how fixed income bonds are integral in building a sustainable investment portfolio. Listen to the episode today!


June 2026 Market Review

July 20, 2026 3:23 pm Published by Leave your thoughts

Markets diverged in June as investors shifted from large company stocks to small company stocks and international stocks. Lan Cai, Chief Investment Strategist, summarizes the performance of investment markets through June 2026. Click to read more.