Entries by Max Mintz

Our Chief Morale Officer in the news!

In honor of National Pet Day 2019, our Chief Morale Officer was featured in RIA Magazine! He gave a great interview, and we invite you to check him out! He’s a VERY good boy, and you can meet him any time by booking an appointment using the “Schedule an Appointment” link in the bottom right […]

If it is to be, it’s up to us.

The Federal Reserve bank of San Francisco recently published an extraordinary research paper acknowledging the impact of climate change. I encourage you to read the entire thing, but I’ve extracted a few points here for discussion. Take this statement from the preamble to the paper: “In coming decades, climate change—and efforts to limit that change […]

It’s B Corp Month #VoteEveryDay

In celebration of B Corp Month, we want to explain why we became a Certified B Corp and what the certification means to us. We began our journey to certification in 2014, when we were looking for a way to show that we’re serious about sustainability. As financial advisors, we don’t produce a product that […]

Highlights from the ANJEE Conference

I serve as the Treasurer of the Alliance for NJ Environmental Education, which recently completed its’ annual winter conference. Here are some highlights, which speak to the reasons I’m involved with this fantastic organization. This year’s keynote speakers were students from around the state who inspired us with their passion for Environmental and Social justice. […]

Effective Impact Investing

I’m excited to announce a blog post written in collaboration with Gabe Rissman of Stake and the Real Impact Tracker, on the Effective Altruism forum, entitled Effective Impact Investing. A little background, as this links to a fairly obscure corner of the internet: in the distant past, I was a Philosophy major at Rutgers University […]

More bad news on the student loan front

A new report out from the U.S. Department of Education, Office of the Inspector General (click here to read – it’s a long one) found proof of something we’ve been talking about with clients for a long time- Student Loan servicers, the companies responsible for managing and advising loans issued by the federal government, have been failing […]

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 […]