Entries by Max Mintz

The role of Business in our society

The sustainable investing world has been on fire this week, after the Business Roundtable made a groundbreaking statement on the Purpose of the Corporation in modern society. For the first time, corporate leaders at the highest level are changing how they think, replacing the mantra of “maximize profits at all costs” (you’ll see the words […]

Igniting Impact

The new trailer for the film Igniting Impact debuted last week at the United Nations! If you would like to screen the full version of the film at an event, click here for the Igniting Impact Screening Info, or visit http://impactu.film/ to learn more.

Common Interests Supports the Investor Agenda on Climate Change

Common Interests is proud to be a part of the global investor network, including Amundi, California State Teachers’ Retirement System (CalSTRS), Legal & General Investment Management, Natixis Investment Managers, Mitsubishi UFJ Financial Group, and Sumitomo Trust Mitsui Asset Management, making up a record number of signatories to the Global Investor Statement to Governments on Climate […]

Reflections for Pride Month

I joined Common Interests full time on January 1, 2013, after walking what I call ‘the zig-zag path’ to financial services. As part of my early training with Bob, I was working with a LGBTQIA+ couple that had planning needs unique to this community. As a newcomer to the team, I was driven to learn […]

Common Interests has been awarded the 2019 Flourish Prize for Global Goal #8: Decent Work and Economic Growth!

It is our great honor to share that Common Interests has been awarded the 2019 Flourish Prize for Global Goal #8: Decent Work and Economic Growth! We were selected based on the AIM2Flourish story written about our organization: Investing for a Reason Beyond Money. Our firm is one of 17 Flourish Prize Honorees for 2019. This […]

Impact with Purpose

How you invest your money makes a difference. This documentary was created to inspire investors to consider impact investing – investments that generate a measurable positive impact alongside a traditional financial return. The latest cut of this film features a variety of experts, including: • Peter Turkson, Cardinal of the Roman Catholic Church • Jon […]

Common Interests Model Portfolio Featured in Citywire RIA Magazine

As a part of our commitment to expanding the reach of sustainable investing, I sat down with Citywire RIA Magazine to talk about how we approach the design and implementation of our portfolios. We talked about our Investment Philosophy, the investment models we offer to clients, and how we add new investments to our portfolios. […]

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 […]