Featured Reports

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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ESG and Managing Client Relationships in a Volatile Market

The current market downturn and volatility we are experiencing is obviously a big change from the behavior of the market over the past 10 years.  In my 28 years of experience as a financial advisor, I’ve found that the most important thing to do during a down market cycle is to call my clients before…

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Jeff Gitterman wins RIA “Thought Leader of the Year” at the Wealth Management.com Awards

We are very proud to announce that Gitterman Wealth Management co-founding partner Jeff Gitterman has been named RIA “Thought Leader of the Year” at the 2018 WealthManagement.com awards.  The award was given on Thursday, September 13th, at a black tie gala event at the Ziegfeld Theater in NYC.  Now in its fourth year, WealthManagement.com hosts the…

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