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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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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