Entries by Max Mintz

Safer Internet Day 2019

Safer Internet Day was this week, and we like to use events like this to highlight our commitment to protecting our clients’ accounts and keeping data secure. This year, we wanted to highlight a few of the tools we employ to help protect ourselves in the wilderness that is the internet. This post won’t cover antivirus […]

2018 Trends in Responsible Investing

Our trade organization, USSIF, the US Social Investment Forum, puts out a biannual trends report, which examines the state of the Responsible Investing movement. The highlight of the report is this image, which shows the exponential growth of Sustainable and Responsible investing in the US: At the time of publication, almost $12 Trillion dollars is […]

ESG Investing Basics: What are we trying do to?

We talk a lot about ESG: Environmental, Social and Governance. Our investment thesis is based on the idea that this “extra-financial” data (meaning this is information that doesn’t necessarily show up on a company’s balance sheet or profit and loss statement) can have a material impact on the long term health and performance of a […]