The Great Repricing: Financial Advice in the Age of Climate Change – Free On Demand Replay

The Great Repricing: Financial Advice in the Age of Climate Change Speakers Include

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The ESG Practice Playbook: Education, Training, and Leadership (for Financial Professionals Only)

Please Note: This webinar series is for financial professionals only, and the replay can now be seen on demand by clicking here The ESG and sustainable investing landscape has greatly evolved over the last decade. From the evolution and increased adoption of standards and protocols, to the propagation of new data sets, there are now…

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Meditation and the Currency of Attention

There’s an old story about a Zen master who goes to a town. All the villagers run out to meet him because they want to become enlightened. The Zen master says, “If you can focus your complete and undivided attention for 24 hours, you will find enlightenment.” You can probably guess how many people were…

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Financial Advisors and the Art of Listening

Have you ever noticed that the words listen and silent are spelled with the same letters?  Perhaps this is no accident, because in many ways, they mean the same thing.  Have you ever talked to someone and walked away feeling enriched because they were such a good listener, even if they were a complete stranger?…

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Increasing Income Streams: Where Should Investors Look?

As wealth managers, we intend to focus on our client’s investment returns over market cycles, not just quarterly positioning.  Risk must be measured and factored in, just as much so as the potential for rewards.  Additionally, we should not only be thinking about generating current income for our clients, but also about an increasing income…

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Don’t Fear the Repo

As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown policymakers an unexpected curve ball.  When rates on the typically steady overnight re-purchase agreements behave like the stock market, as…

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US / China Trade War Analysis

US / China Trade War Analysis  Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated its integration with global markets and supply chains. Studies have shown that Chinese exports led to lower prices for U.S.…

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ESG Data Drives Demand for Sustainable and Impact Investing

Please click on this link to read a recent white paper for Investments and Wealth Monitor by Jeff Gitterman and author/consultant Paul Ellis titled “ESG Data Drives Demand for Sustainable and Impact Investing.”

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Earth Day 2019: Carbon Footprint of a Texas Wildcatter Gone Climate Advocate

The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint…

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PG&E: A Case for Active vs. Passive ESG Investing

The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies.  PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to…

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